Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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407
Number of overlapping holdings
94.0%
% of IVE's 437 holdings also in IWD
49.3%
% of IWD's 872 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus IWD)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in IWD |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 3.4% | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% | 2.7% | 2.7% |
|
EXXON MOBIL CORP | 2.5% | 2.1% | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.0% | 1.6% |
|
JOHNSON & JOHNSON | 1.7% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to IWD
|
COSTCO WHOLESALE CORP | 1.1% |
|
HOME DEPOT INC | 0.9% |
|
VISA INC. CLASS A | 0.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.7% |
|
MERCK & CO. INC. | 0.7% |
|
AMGEN INC | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
JPMORGAN CHASE & CO | 0.5% |
|
PEPSICO INC | 0.5% |
|
EXXON MOBIL CORP | 0.4% |
IVE Underweight Relative to IWD
 |
ACCENTURE PLC-CL A | -0.4% |
|
UNITEDHEALTH GROUP INC | -0.4% |
 |
LINDE PLC | -0.4% |
|
CONOCOPHILLIPS | -0.3% |
|
EATON CORP PLC | -0.3% |
|
ADVANCED MICRO DEVICES | -0.3% |
|
KKR & CO LP | -0.3% |
|
MARVELL TECHNOLOGY, INC. | -0.3% |
|
CATERPILLAR INC | -0.3% |
|
PARKER HANNIFIN CORP | -0.3% |