Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
125
Number of overlapping holdings
28.7%
% of IVE's 438 holdings also in AUSF
65.4%
% of AUSF's 191 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus AUSF)
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 IVE |
Weight in AUSF |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 1.6% | 1.6% | |
WAL-MART STORES INC | 1.6% | 1.6% | 1.6% | |
JOHNSON & JOHNSON | 1.9% | 1.5% | 1.5% | |
CISCO SYSTEMS INC | 1.0% | 1.3% | 1.0% | |
INTL BUSINESS MACHINES CORP | 0.9% | 2.1% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to AUSF
JPMORGAN CHASE & CO | 3.1% | |
BERKSHIRE HATHAWAY INC-CL B | 2.5% | |
EXXON MOBIL CORP | 2.4% | |
UNITEDHEALTH GROUP INC | 1.5% | |
BANK OF AMERICA CORP | 1.3% | |
CHEVRON CORP | 1.1% | |
HOME DEPOT INC | 1.1% | |
COSTCO WHOLESALE CORP | 1.0% | |
WELLS FARGO & CO | 1.0% | |
ABBOTT LABORATORIES | 0.9% |
IVE Underweight Relative to AUSF
JUNIPER NETWORKS INC | -1.5% | |
REPUBLIC SERVICES INC | -1.4% | |
ALBERTSONS COMPANIES, INC. CLASS A | -1.4% | |
ARTHUR J GALLAGHER & CO | -1.4% | |
AMDOCS LTD | -1.3% | |
AMERISOURCEBERGEN CORP | -1.3% | |
ROPER TECHNOLOGIES, INC. | -1.3% | |
MARSH & MCLENNAN COS | -1.3% | |
ELECTRONIC ARTS INC | -1.2% | |
INTL BUSINESS MACHINES CORP | -1.2% |