Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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389
Number of overlapping holdings
89.8%
% of IVE's 437 holdings also in SPXT
89.4%
% of SPXT's 437 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SPXT)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in SPXT |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.0% | 2.5% | 2.5% |
|
JPMORGAN CHASE & CO | 3.2% | 1.9% | 1.9% |
|
EXXON MOBIL CORP | 2.3% | 1.7% | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.4% | 1.7% | 1.4% |
|
JOHNSON & JOHNSON | 1.7% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SPXT
|
BERKSHIRE HATHAWAY INC-CL B | 1.5% |
|
JPMORGAN CHASE & CO | 1.3% |
|
CISCO SYSTEMS INC | 1.1% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
WAL-MART STORES INC | 1.0% |
|
EXXON MOBIL CORP | 0.7% |
|
BANK OF AMERICA CORP | 0.6% |
|
MICRON TECHNOLOGY INC | 0.5% |
|
TEXAS INSTRUMENTS INC | 0.5% |
 |
ACCENTURE PLC-CL A | 0.5% |
IVE Underweight Relative to SPXT
|
AMAZON.COM INC | -5.3% |
|
META PLATFORMS INC | -3.2% |
|
ALPHABET INC. CLASS A | -3.1% |
|
ALPHABET INC. CLASS C | -2.6% |
|
ELI LILLY & CO | -2.0% |
|
TESLA MOTORS INC | -1.9% |
|
NETFLIX INC | -0.9% |
|
MASTERCARD INCORPORATED CLASS A | -0.6% |
|
VISA INC. CLASS A | -0.4% |
|
UBER TECHNOLOGIES, INC. | -0.4% |