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

347
Number of overlapping holdings
80.1%
% of IVE's 437 holdings also in SCHV
69.0%
% of SCHV's 528 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SCHV)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IVE |
Weight in SCHV |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 4.0% | 3.5% | 3.5% | |
JPMORGAN CHASE & CO | 3.2% | 2.8% | 2.8% | |
EXXON MOBIL CORP | 2.3% | 2.0% | 2.0% | |
WAL-MART STORES INC | 1.9% | 1.7% | 1.7% | |
JOHNSON & JOHNSON | 1.7% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
UNITEDHEALTH GROUP INC | 1.4% | |
COSTCO WHOLESALE CORP | 1.2% | |
VISA INC. CLASS A | 0.8% | |
DANAHER CORP | 0.7% | |
BLACKROCK INC | 0.7% | |
THERMO FISHER SCIENTIFIC INC | 0.6% | |
MASTERCARD INCORPORATED CLASS A | 0.6% | |
T-MOBILE US, INC. | 0.5% | |
BERKSHIRE HATHAWAY INC-CL B | 0.5% | |
ACCENTURE PLC-CL A | 0.5% |
IVE Underweight Relative to SCHV
ORACLE CORP | -1.1% | |
APPLIED MATERIALS INC | -0.6% | |
PROCTER & GAMBLE CO/THE | -0.5% | |
HOME DEPOT INC | -0.5% | |
AMERICAN EXPRESS CO | -0.5% | |
KKR & CO LP | -0.4% | |
CATERPILLAR INC | -0.4% | |
BLACKSTONE GROUP LP/THE | -0.4% | |
CONOCOPHILLIPS | -0.3% | |
TJX COMPANIES INC | -0.3% |