Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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180
Number of overlapping holdings
33.5%
% of IUS's 539 holdings also in AVLV
60.8%
% of AVLV's 304 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus AVLV)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in AVLV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.7% | 3.9% | 3.9% |
|
EXXON MOBIL CORP | 2.4% | 2.5% | 2.4% |
|
META PLATFORMS INC | 2.3% | 3.2% | 2.3% |
|
AMAZON.COM INC | 2.0% | 2.6% | 2.0% |
|
CHEVRON CORP | 1.8% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to AVLV
|
BERKSHIRE HATHAWAY INC-CL B | 3.4% |
|
MICROSOFT CORP | 2.5% |
|
ALPHABET INC. CLASS A | 2.0% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
WAL-MART STORES INC | 1.2% |
|
CVS CAREMARK CORP | 1.2% |
|
JOHNSON & JOHNSON | 0.9% |
|
HOME DEPOT INC | 0.8% |
|
APPLE INC | 0.8% |
|
CISCO SYSTEMS INC | 0.8% |
IUS Underweight Relative to AVLV
|
JPMORGAN CHASE & CO | -3.0% |
|
WELLS FARGO & CO | -1.6% |
|
GILEAD SCIENCES INC | -1.2% |
|
UNION PACIFIC CORP | -1.2% |
|
CATERPILLAR INC | -1.2% |
|
PROGRESSIVE CORP | -1.1% |
|
ALPHABET INC. CLASS C | -1.0% |
|
TJX COMPANIES INC | -1.0% |
|
DEERE & CO | -1.0% |
|
LAM RESEARCH CORP | -1.0% |