Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

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%
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