Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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57
Number of overlapping holdings
13.2%
% of IVE's 437 holdings also in FBCV
68.7%
% of FBCV's 86 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FBCV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FBCV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.3% | 4.2% | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 3.3% | 3.3% |
|
EXXON MOBIL CORP | 2.5% | 4.8% | 2.5% |
|
JOHNSON & JOHNSON | 1.7% | 1.8% | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.2% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FBCV
|
WAL-MART STORES INC | 1.7% |
|
CHEVRON CORP | 1.3% |
|
HOME DEPOT INC | 1.2% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
ABBOTT LABORATORIES | 0.9% |
|
INTL BUSINESS MACHINES CORP | 0.9% |
|
GOLDMAN SACHS GROUP INC | 0.9% |
|
ABBVIE INC | 0.9% |
|
VISA INC. CLASS A | 0.8% |
|
VERIZON COMMUNICATIONS INC | 0.8% |
IVE Underweight Relative to FBCV
|
CIGNA CORPORATION | -2.6% |
|
TRAVELERS COS INC/THE | -2.5% |
|
EXXON MOBIL CORP | -2.3% |
|
CENTENE CORP | -2.2% |
|
P G & E CORP | -2.2% |
|
COMCAST CORP-CL A | -2.2% |
|
H&R BLOCK INC | -2.2% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.0% |
|
BANK OF AMERICA CORP | -1.8% |
|
KENVUE, INC. | -1.5% |