Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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
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 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% |