Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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161
Number of overlapping holdings
37.2%
% of IVE's 437 holdings also in RSPE
89.4%
% of RSPE's 181 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus RSPE)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in RSPE |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 0.8% | 0.7% | 0.7% |
|
WALT DISNEY CO/THE | 1.0% | 0.7% | 0.7% |
|
CITIGROUP INC | 0.6% | 0.7% | 0.6% |
|
WAL-MART STORES INC | 1.9% | 0.6% | 0.6% |
|
CISCO SYSTEMS INC | 1.1% | 0.6% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to RSPE
|
BERKSHIRE HATHAWAY INC-CL B | 4.0% |
|
JPMORGAN CHASE & CO | 3.2% |
|
EXXON MOBIL CORP | 2.3% |
|
JOHNSON & JOHNSON | 1.7% |
|
WAL-MART STORES INC | 1.3% |
|
CHEVRON CORP | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
WELLS FARGO & CO | 1.1% |
|
UNITEDHEALTH GROUP INC | 0.9% |
|
GOLDMAN SACHS GROUP INC | 0.9% |
IVE Underweight Relative to RSPE
|
ROYAL CARIBBEAN CRUISES LTD | -0.8% |
|
CARNIVAL CORP | -0.8% |
|
NORWEGIAN CRUISE LINE HOLDIN | -0.8% |
|
SALESFORCE.COM INC | -0.8% |
|
DECKERS OUTDOOR CORP | -0.7% |
|
CERIDIAN HCM HOLDING, INC. | -0.7% |
|
SERVICENOW INC | -0.7% |
|
RALPH LAUREN CORP | -0.7% |
|
MARRIOTT INTERNATIONAL-CL A | -0.7% |
|
HILTON WORLDWIDE HOLDINGS, INC. | -0.6% |