Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
50%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
USMD
118
HOLDINGS
16%
ALSO IN IVES
IVES
30
HOLDINGS
62%
ALSO IN USMD
SECTOR DRIFT (USMD minus IVES)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in USMD |
Weight in IVES |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 8.2% | 5.5% | 5.5% |
|
BROADCOM INC. | 4.9% | 4.9% | 4.9% |
|
NVIDIA CORP | 4.7% | 5.0% | 4.7% |
|
ALPHABET INC. CLASS A | 4.7% | 4.5% | 4.5% |
|
AMAZON.COM INC | 4.4% | 4.6% | 4.4% |
USMD Overweight Relative to IVES
|
CISCO SYSTEMS INC | 4.3% |
|
INTEL CORP | 4.0% |
|
ADVANCED MICRO DEVICES | 2.7% |
|
RTX CORP | 2.5% |
|
TEXAS INSTRUMENTS INC | 2.5% |
|
ANALOG DEVICES INC | 1.9% |
|
NEXTERA ENERGY GROUP | 1.8% |
|
ROCKET LAB CORP | 1.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.6% |
|
LOCKHEED MARTIN CORP | 1.5% |
USMD Underweight Relative to IVES
|
MICRON TECHNOLOGY INC | -7.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.6% |
|
APPLE INC | -4.9% |
|
META PLATFORMS INC | -4.6% |
 |
NEBIUS GROUP NV | -3.2% |
|
SALESFORCE.COM INC | -2.7% |
|
SNOWFLAKE, INC. CLASS A | -2.6% |
|
COREWEAVE INC-CL A | -2.5% |
|
MONGODB, INC. CLASS A | -2.1% |
 |
IREN LTD | -2.0% |