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
82
Number of overlapping holdings
20.7%
% of IVE's 401 holdings also in FDRR
72.6%
% of FDRR's 121 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FDRR)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FDRR |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.2% | 8.1% | 8.1% |
|
MICROSOFT CORP | 6.3% | 6.8% | 6.3% |
|
UNITEDHEALTH GROUP INC | 2.0% | 1.6% | 1.6% |
|
BANK OF AMERICA CORP | 1.3% | 1.3% | 1.3% |
|
JOHNSON & JOHNSON | 1.4% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FDRR
|
AMAZON.COM INC | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% |
|
EXXON MOBIL CORP | 1.0% |
 |
ACCENTURE PLC-CL A | 0.9% |
|
THERMO FISHER SCIENTIFIC INC | 0.9% |
|
WALT DISNEY CO/THE | 0.8% |
|
ABBOTT LABORATORIES | 0.8% |
|
ADVANCED MICRO DEVICES | 0.8% |
|
QUALCOMM INC | 0.7% |
|
DANAHER CORP | 0.6% |
IVE Underweight Relative to FDRR
|
NVIDIA CORP | -8.2% |
|
BROADCOM INC. | -3.8% |
|
ELI LILLY & CO | -2.0% |
|
VISA INC. CLASS A | -1.6% |
|
INTL BUSINESS MACHINES CORP | -1.4% |
 |
LM ERICSSON TELEFON AB CLASS B | -1.3% |
|
DELL TECHNOLOGIES INC CLASS C | -1.2% |
|
HP INC. | -0.9% |
|
CATERPILLAR INC | -0.9% |
|
JPMORGAN CHASE & CO | -0.9% |