Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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118
Number of overlapping holdings
27.3%
% of IVE's 437 holdings also in FUNL
74.7%
% of FUNL's 159 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FUNL)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FUNL |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 1.7% | 1.9% | 1.7% |
|
JPMORGAN CHASE & CO | 3.3% | 1.3% | 1.3% |
|
WELLS FARGO & CO | 1.2% | 1.9% | 1.2% |
|
CISCO SYSTEMS INC | 1.1% | 1.5% | 1.1% |
|
WALT DISNEY CO/THE | 1.0% | 1.3% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FUNL
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
EXXON MOBIL CORP | 2.5% |
|
JPMORGAN CHASE & CO | 2.0% |
|
WAL-MART STORES INC | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.6% |
|
BANK OF AMERICA CORP | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.1% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
ABBOTT LABORATORIES | 0.9% |
|
INTL BUSINESS MACHINES CORP | 0.9% |
IVE Underweight Relative to FUNL
|
META PLATFORMS INC | -1.7% |
|
VISTRA ENERGY CORP. | -1.1% |
|
BOOKING HOLDINGS INC. | -1.0% |
|
DOORDASH, INC. CLASS A | -1.0% |
|
ATLASSIAN CORP. CLASS A | -1.0% |
|
EXPEDIA GROUP INC | -1.0% |
|
FIDELITY NATIONAL FINANCIAL, INC - F | -0.9% |
|
DELTA AIR LINES INC | -0.9% |
|
REGIONS FINANCIAL CORP | -0.9% |
|
ALPHABET INC. CLASS A | -0.8% |