Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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145
Number of overlapping holdings
33.5%
% of IVE's 437 holdings also in IWX
92.4%
% of IWX's 158 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus IWX)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in IWX |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 5.2% | 4.1% |
|
JPMORGAN CHASE & CO | 3.3% | 4.2% | 3.3% |
|
EXXON MOBIL CORP | 2.5% | 3.2% | 2.5% |
|
JOHNSON & JOHNSON | 1.7% | 2.2% | 1.7% |
|
WAL-MART STORES INC | 1.7% | 2.2% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to IWX
|
COSTCO WHOLESALE CORP | 1.1% |
|
VISA INC. CLASS A | 0.8% |
|
HOME DEPOT INC | 0.7% |
|
MERCK & CO. INC. | 0.7% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
AMGEN INC | 0.5% |
|
PEPSICO INC | 0.4% |
|
QUALCOMM INC | 0.3% |
|
INTUITIVE SURGICAL INC | 0.3% |
|
AUTOMATIC DATA PROCESSING | 0.3% |
IVE Underweight Relative to IWX
|
UNITEDHEALTH GROUP INC | -1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.1% |
|
JPMORGAN CHASE & CO | -1.0% |
 |
ACCENTURE PLC-CL A | -0.9% |
 |
LINDE PLC | -0.8% |
|
EXXON MOBIL CORP | -0.7% |
|
PROCTER & GAMBLE CO/THE | -0.7% |
|
MCDONALD'S CORP | -0.6% |
|
PHILIP MORRIS INTERNATIONAL | -0.6% |
|
THERMO FISHER SCIENTIFIC INC | -0.6% |