Fund Overlap

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


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321

Number of overlapping holdings

80.9%

% of IVE's 401 holdings also in SCHV

64.1%

% of SCHV's 529 holdings also in IVE

Overlap by Weight
Sector Drift (IVE minus SCHV)
Overlapping Holdings

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Company Weight
in IVE
Weight
in SCHV
Overlap
EXXON MOBIL CORP 2.0% 2.0% 2.0%
BERKSHIRE HATHAWAY INC-CL B 1.9% 3.8% 1.9%
PROCTER & GAMBLE CO/THE 1.7% 1.7% 1.7%
JOHNSON & JOHNSON 1.7% 1.7% 1.7%
JPMORGAN CHASE & CO 1.2% 2.8% 1.2%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
APPLE INC 8.0%
MICROSOFT CORP 5.8%
AMAZON.COM INC 3.2%
UNITEDHEALTH GROUP INC 1.9%
LINDE PLC 0.9%
ACCENTURE PLC-CL A 0.9%
THERMO FISHER SCIENTIFIC INC 0.8%
ADVANCED MICRO DEVICES 0.7%
BLACKROCK INC 0.6%
DANAHER CORP 0.6%
IVE Underweight Relative to SCHV
BERKSHIRE HATHAWAY INC-CL B -1.9%
JPMORGAN CHASE & CO -1.6%
WAL-MART STORES INC -1.1%
ORACLE CORP -1.0%
INTL BUSINESS MACHINES CORP -1.0%
CATERPILLAR INC -0.7%
HOME DEPOT INC -0.7%
ABBVIE INC -0.7%
AMERICAN EXPRESS CO -0.6%
BOSTON SCIENTIFIC CORP -0.6%
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