Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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131
Number of overlapping holdings
30.3%
% of IVE's 437 holdings also in MGV
97.0%
% of MGV's 140 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus MGV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in MGV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.0% | 3.4% | 3.4% |
|
JPMORGAN CHASE & CO | 3.2% | 4.0% | 3.2% |
|
EXXON MOBIL CORP | 2.3% | 2.9% | 2.3% |
|
WAL-MART STORES INC | 1.9% | 2.4% | 1.9% |
|
JOHNSON & JOHNSON | 1.7% | 2.1% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to MGV
|
COSTCO WHOLESALE CORP | 1.2% |
|
VISA INC. CLASS A | 0.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
MCDONALD'S CORP | 0.6% |
|
T-MOBILE US, INC. | 0.5% |
|
TEXAS INSTRUMENTS INC | 0.5% |
|
S&P GLOBAL, INC. | 0.4% |
|
WALT DISNEY CO/THE | 0.4% |
|
WELLTOWER, INC. | 0.4% |
IVE Underweight Relative to MGV
|
BROADCOM INC. | -3.0% |
|
ORACLE CORP | -1.7% |
|
BERKSHIRE HATHAWAY INC-CL A | -1.5% |
|
UNITEDHEALTH GROUP INC | -1.4% |
|
HOME DEPOT INC | -1.2% |
|
PROCTER & GAMBLE CO/THE | -1.2% |
|
ABBVIE INC | -0.9% |
|
MERCK & CO. INC. | -0.8% |
|
JPMORGAN CHASE & CO | -0.7% |
|
COCA-COLA CO/THE | -0.7% |