Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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180
Number of overlapping holdings
45.7%
% of IVE's 398 holdings also in PFM
42.0%
% of PFM's 430 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.7% | 4.0% | 4.0% |
|
APPLE INC | 7.5% | 3.7% | 3.7% |
|
EXXON MOBIL CORP | 2.2% | 2.2% | 2.2% |
|
UNITEDHEALTH GROUP INC | 2.0% | 2.0% | 2.0% |
|
JOHNSON & JOHNSON | 1.7% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to PFM
|
APPLE INC | 3.7% |
|
AMAZON.COM INC | 3.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
MICROSOFT CORP | 1.8% |
|
WELLS FARGO & CO | 1.0% |
|
AT&T INC | 0.9% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
|
WALT DISNEY CO/THE | 0.7% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
GILEAD SCIENCES INC | 0.6% |
IVE Underweight Relative to PFM
|
BROADCOM INC. | -3.3% |
|
ELI LILLY & CO | -3.3% |
|
VISA INC. CLASS A | -2.5% |
|
WAL-MART STORES INC | -2.4% |
|
MASTERCARD INCORPORATED CLASS A | -2.1% |
|
COSTCO WHOLESALE CORP | -1.7% |
|
ORACLE CORP | -1.7% |
|
JPMORGAN CHASE & CO | -1.6% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
|
INTUIT INC | -0.7% |