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
232
Number of overlapping holdings
58.9%
% of IVE's 398 holdings also in SNPV
97.9%
% of SNPV's 241 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 | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 2.0% | 3.4% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.7% | 3.1% | 1.7% |
|
JPMORGAN CHASE & CO | 1.2% | 2.2% | 1.2% |
|
CHEVRON CORP | 1.2% | 2.0% | 1.2% |
|
BANK OF AMERICA CORP | 1.2% | 2.1% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SNPV
|
APPLE INC | 7.5% |
|
MICROSOFT CORP | 5.7% |
|
AMAZON.COM INC | 3.2% |
|
EXXON MOBIL CORP | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
JOHNSON & JOHNSON | 1.7% |
|
WELLS FARGO & CO | 1.0% |
|
VERIZON COMMUNICATIONS INC | 0.8% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
TEXAS INSTRUMENTS INC | 0.7% |
IVE Underweight Relative to SNPV
|
PROCTER & GAMBLE CO/THE | -1.4% |
|
UNITEDHEALTH GROUP INC | -1.4% |
|
JPMORGAN CHASE & CO | -0.9% |
|
COCA-COLA CO/THE | -0.9% |
|
BANK OF AMERICA CORP | -0.9% |
|
CISCO SYSTEMS INC | -0.9% |
|
MERCK & CO. INC. | -0.8% |
|
ABBOTT LABORATORIES | -0.8% |
 |
ACCENTURE PLC-CL A | -0.8% |
|
MCDONALD'S CORP | -0.8% |