Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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200
Number of overlapping holdings
46.2%
% of IVE's 437 holdings also in PFM
47.8%
% of PFM's 419 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus PFM)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in PFM |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.3% | 3.0% | 3.0% |
|
EXXON MOBIL CORP | 2.5% | 2.3% | 2.3% |
|
WAL-MART STORES INC | 1.7% | 2.9% | 1.7% |
|
JOHNSON & JOHNSON | 1.7% | 1.6% | 1.6% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.4% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to PFM
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
WELLS FARGO & CO | 1.2% |
|
WALT DISNEY CO/THE | 1.0% |
|
AT&T INC | 0.8% |
|
CITIGROUP INC | 0.6% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
|
SCHWAB (CHARLES) CORP | 0.6% |
|
T-MOBILE US, INC. | 0.5% |
|
GILEAD SCIENCES INC | 0.5% |
|
GE AEROSPACE | 0.5% |
IVE Underweight Relative to PFM
|
MICROSOFT CORP | -3.9% |
|
APPLE INC | -3.9% |
|
BROADCOM INC. | -3.3% |
|
ORACLE CORP | -2.2% |
|
MASTERCARD INCORPORATED CLASS A | -1.5% |
|
VISA INC. CLASS A | -1.4% |
|
WAL-MART STORES INC | -1.2% |
|
INTUIT INC | -0.8% |
|
UNITEDHEALTH GROUP INC | -0.8% |
|
COSTCO WHOLESALE CORP | -0.6% |