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
224
Number of overlapping holdings
51.7%
% of IVE's 437 holdings also in EVUS
90.0%
% of EVUS's 252 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus EVUS)
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 EVUS |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 2.7% | 2.7% |
|
UNITEDHEALTH GROUP INC | 1.4% | 1.8% | 1.4% |
|
EXXON MOBIL CORP | 2.3% | 1.4% | 1.4% |
|
JOHNSON & JOHNSON | 1.7% | 1.4% | 1.4% |
|
BANK OF AMERICA CORP | 1.5% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EVUS
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% |
|
WAL-MART STORES INC | 1.9% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
EXXON MOBIL CORP | 1.0% |
|
ABBOTT LABORATORIES | 0.9% |
|
VISA INC. CLASS A | 0.8% |
|
WELLS FARGO & CO | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
|
PHILIP MORRIS INTERNATIONAL | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
IVE Underweight Relative to EVUS
|
SALESFORCE.COM INC | -1.5% |
|
AUTOMATIC DATA PROCESSING | -0.9% |
|
PRUDENTIAL FINANCIAL INC | -0.8% |
|
HOME DEPOT INC | -0.8% |
|
COCA-COLA CO/THE | -0.8% |
|
TEXAS INSTRUMENTS INC | -0.7% |
|
APPLIED MATERIALS INC | -0.7% |
|
AMERICAN EXPRESS CO | -0.7% |
|
BROADRIDGE FINANCIAL SOLUTIO | -0.7% |
|
CONOCOPHILLIPS | -0.7% |