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
99
Number of overlapping holdings
24.9%
% of IVE's 401 holdings also in FDLO
79.2%
% of FDLO's 132 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FDLO)
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 FDLO |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.2% | 8.2% | 8.2% |
|
MICROSOFT CORP | 6.3% | 7.2% | 6.3% |
|
AMAZON.COM INC | 3.6% | 4.3% | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% | 2.1% | 1.8% |
|
UNITEDHEALTH GROUP INC | 2.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FDLO
|
BANK OF AMERICA CORP | 1.3% |
|
WELLS FARGO & CO | 1.0% |
|
EXXON MOBIL CORP | 0.9% |
|
WALT DISNEY CO/THE | 0.8% |
|
ADVANCED MICRO DEVICES | 0.8% |
|
GOLDMAN SACHS GROUP INC | 0.7% |
|
QUALCOMM INC | 0.7% |
|
UNITEDHEALTH GROUP INC | 0.7% |
|
PFIZER INC | 0.6% |
|
DANAHER CORP | 0.6% |
IVE Underweight Relative to FDLO
|
ALPHABET INC. CLASS A | -4.6% |
|
ORACLE CORP | -1.9% |
|
INTL BUSINESS MACHINES CORP | -1.7% |
|
ELI LILLY & CO | -1.6% |
|
VISA INC. CLASS A | -1.5% |
|
MOTOROLA SOLUTIONS | -1.4% |
|
MASTERCARD INCORPORATED CLASS A | -1.4% |
|
TYLER TECHNOLOGIES INC | -1.2% |
|
VERISIGN INC | -1.1% |
|
AMDOCS LTD | -1.1% |