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

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
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 | |
---|---|---|---|---|
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% |