Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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198
Number of overlapping holdings
45.4%
% of IVE's 443 holdings also in FELV
57.4%
% of FELV's 355 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FELV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FELV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 3.8% | 3.8% |
|
JPMORGAN CHASE & CO | 2.8% | 3.0% | 2.8% |
|
EXXON MOBIL CORP | 2.4% | 2.7% | 2.4% |
|
UNITEDHEALTH GROUP INC | 1.6% | 1.8% | 1.6% |
|
WAL-MART STORES INC | 1.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FELV
|
HOME DEPOT INC | 1.1% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
PEPSICO INC | 0.8% |
|
VISA INC. CLASS A | 0.7% |
|
AMGEN INC | 0.7% |
|
ABBOTT LABORATORIES | 0.7% |
|
DANAHER CORP | 0.7% |
|
INTL BUSINESS MACHINES CORP | 0.7% |
|
JOHNSON & JOHNSON | 0.6% |
|
PROLOGIS INC | 0.6% |
IVE Underweight Relative to FELV
|
CONOCOPHILLIPS | -0.8% |
|
SS&C TECHNOLOGIES HOLDINGS | -0.6% |
|
REPUBLIC SERVICES INC | -0.6% |
|
CACI INTERNATIONAL INC -CL A | -0.6% |
|
GE AEROSPACE | -0.6% |
|
INTERNATIONAL GAME TECHNOLOGY PLC | -0.5% |
 |
CRH PLC | -0.5% |
|
EATON CORP PLC | -0.5% |
|
EMERSON ELECTRIC CO | -0.5% |
|
AMERICAN EXPRESS CO | -0.5% |