Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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129
Number of overlapping holdings
29.8%
% of IVE's 437 holdings also in FVD
60.3%
% of FVD's 217 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FVD)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FVD |
Overlap | |
|---|---|---|---|---|
 |
BLACKROCK INC | 0.7% | 0.5% | 0.5% |
|
AT&T INC | 0.8% | 0.5% | 0.5% |
|
INTL BUSINESS MACHINES CORP | 1.0% | 0.5% | 0.5% |
|
GILEAD SCIENCES INC | 0.5% | 0.5% | 0.5% |
|
MERCK & CO. INC. | 0.7% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FVD
|
BERKSHIRE HATHAWAY INC-CL B | 4.0% |
|
JPMORGAN CHASE & CO | 2.8% |
|
WAL-MART STORES INC | 1.9% |
|
EXXON MOBIL CORP | 1.9% |
|
BANK OF AMERICA CORP | 1.5% |
|
JOHNSON & JOHNSON | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
WELLS FARGO & CO | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.0% |
|
WALT DISNEY CO/THE | 1.0% |
IVE Underweight Relative to FVD
|
CAL-MAINE FOODS INC | -0.5% |
 |
DIAGEO PLC-SPONSORED ADR | -0.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -0.5% |
|
LANCASTER COLONY CORP | -0.5% |
 |
THOMSON REUTERS CORPORATION | -0.5% |
|
BANK OF MONTREAL | -0.5% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -0.5% |
|
SYNNEX CORP | -0.5% |
|
REYNOLDS CONSUMER PRODUCTS INC | -0.5% |
 |
AMERICA MOVIL SAB DE CV SPONSORED AD | -0.5% |