Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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166
Number of overlapping holdings
41.8%
% of IVE's 402 holdings also in RAFE
74.1%
% of RAFE's 231 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus RAFE)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in RAFE |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.8% | 6.0% | 6.0% |
|
MICROSOFT CORP | 6.0% | 4.9% | 4.9% |
|
PROCTER & GAMBLE CO/THE | 1.6% | 2.4% | 1.6% |
|
JOHNSON & JOHNSON | 1.5% | 2.4% | 1.5% |
|
JPMORGAN CHASE & CO | 1.3% | 3.1% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to RAFE
|
AMAZON.COM INC | 3.8% |
|
UNITEDHEALTH GROUP INC | 2.0% |
|
EXXON MOBIL CORP | 1.9% |
|
APPLE INC | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% |
|
BANK OF AMERICA CORP | 1.3% |
|
MICROSOFT CORP | 1.1% |
|
CHEVRON CORP | 1.0% |
|
MCDONALD'S CORP | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
IVE Underweight Relative to RAFE
|
INTEL CORP | -1.8% |
|
JPMORGAN CHASE & CO | -1.8% |
|
CITIGROUP INC | -1.7% |
|
CISCO SYSTEMS INC | -1.6% |
|
PFIZER INC | -1.5% |
|
BROADCOM INC. | -1.5% |
|
INTL BUSINESS MACHINES CORP | -1.5% |
|
GENERAL MOTORS CO | -1.3% |
|
BRISTOL-MYERS SQUIBB CO | -1.2% |
|
AT&T INC | -1.2% |