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
272
Number of overlapping holdings
62.8%
% of IVE's 437 holdings also in SNPV
97.8%
% of SNPV's 279 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SNPV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in SNPV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.3% | 4.4% | 3.3% |
|
WAL-MART STORES INC | 1.7% | 2.2% | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.4% | 1.6% |
|
BANK OF AMERICA CORP | 1.5% | 2.1% | 1.5% |
|
CHEVRON CORP | 1.3% | 2.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SNPV
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
EXXON MOBIL CORP | 2.5% |
|
JOHNSON & JOHNSON | 1.7% |
|
WELLS FARGO & CO | 1.2% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
VERIZON COMMUNICATIONS INC | 0.8% |
|
RTX CORP | 0.7% |
|
HONEYWELL INTERNATIONAL INC | 0.7% |
|
PHILIP MORRIS INTERNATIONAL | 0.6% |
|
TEXAS INSTRUMENTS INC | 0.5% |
IVE Underweight Relative to SNPV
|
JPMORGAN CHASE & CO | -1.1% |
|
UNITEDHEALTH GROUP INC | -0.8% |
|
MERCK & CO. INC. | -0.7% |
|
CHEVRON CORP | -0.7% |
|
SPDR® PORTFOLIO S&P 500 VALUE ETF | -0.7% |
|
ABBVIE INC | -0.6% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
DANAHER CORP | -0.6% |
|
PFIZER INC | -0.6% |
|
AMGEN INC | -0.6% |