Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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374
Number of overlapping holdings
94.2%
% of IVE's 401 holdings also in FNDX
53.1%
% of FNDX's 738 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FNDX)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FNDX |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.1% | 4.7% | 4.7% |
|
MICROSOFT CORP | 5.9% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 1.9% | 1.8% | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% | 2.2% | 1.8% |
|
AMAZON.COM INC | 3.6% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FNDX
|
MICROSOFT CORP | 3.5% |
|
APPLE INC | 3.4% |
|
AMAZON.COM INC | 2.0% |
 |
LINDE PLC | 0.9% |
|
UNITEDHEALTH GROUP INC | 0.9% |
|
PROCTER & GAMBLE CO/THE | 0.8% |
|
COCA-COLA CO/THE | 0.7% |
|
ADVANCED MICRO DEVICES | 0.7% |
 |
ACCENTURE PLC-CL A | 0.6% |
|
BLACKROCK INC | 0.6% |
IVE Underweight Relative to FNDX
|
META PLATFORMS INC | -2.1% |
|
ALPHABET INC. CLASS A | -1.4% |
|
ALPHABET INC. CLASS C | -1.2% |
|
WAL-MART STORES INC | -1.1% |
|
JPMORGAN CHASE & CO | -0.8% |
|
BROADCOM INC. | -0.7% |
|
COSTCO WHOLESALE CORP | -0.7% |
|
INTL BUSINESS MACHINES CORP | -0.6% |
|
AT&T INC | -0.6% |
|
CITIGROUP INC | -0.6% |