Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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159
Number of overlapping holdings
36.5%
% of IVE's 438 holdings also in VIG
47.3%
% of VIG's 343 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus VIG)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in VIG |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.1% | 3.5% | 3.1% |
|
EXXON MOBIL CORP | 2.5% | 2.9% | 2.5% |
|
JOHNSON & JOHNSON | 1.9% | 2.1% | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.9% | 1.6% |
|
WAL-MART STORES INC | 1.6% | 1.8% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VIG
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
CHEVRON CORP | 1.2% |
|
WELLS FARGO & CO | 1.0% |
|
VERIZON COMMUNICATIONS INC | 0.8% |
|
WALT DISNEY CO/THE | 0.8% |
|
PFIZER INC | 0.8% |
|
RTX CORP | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
AT&T INC | 0.7% |
|
MORGAN STANLEY | 0.6% |
IVE Underweight Relative to VIG
|
APPLE INC | -4.6% |
|
BROADCOM INC. | -3.8% |
|
MICROSOFT CORP | -3.7% |
|
MASTERCARD INCORPORATED CLASS A | -1.6% |
|
VISA INC. CLASS A | -1.5% |
|
UNITEDHEALTH GROUP INC | -1.3% |
|
ORACLE CORP | -1.2% |
|
COSTCO WHOLESALE CORP | -1.0% |
|
PROCTER & GAMBLE CO/THE | -1.0% |
|
INTUIT INC | -1.0% |