Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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281
Number of overlapping holdings
71.3%
% of IVE's 398 holdings also in VTV
83.9%
% of VTV's 344 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus VTV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in VTV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.2% | 2.4% | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 3.7% | 2.1% |
|
UNITEDHEALTH GROUP INC | 2.0% | 2.2% | 2.0% |
|
JOHNSON & JOHNSON | 1.7% | 1.8% | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.7% | 1.8% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VTV
|
APPLE INC | 7.5% |
|
MICROSOFT CORP | 5.7% |
|
AMAZON.COM INC | 3.2% |
|
MCDONALD'S CORP | 0.9% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
TEXAS INSTRUMENTS INC | 0.7% |
|
BOEING CO | 0.5% |
|
STARBUCKS CORP | 0.5% |
|
BLACKSTONE GROUP LP/THE | 0.4% |
|
AMERICAN TOWER CORP-CL A | 0.4% |
IVE Underweight Relative to VTV
|
JPMORGAN CHASE & CO | -1.9% |
|
BROADCOM INC. | -1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.6% |
|
WAL-MART STORES INC | -1.2% |
|
ORACLE CORP | -1.1% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
|
HOME DEPOT INC | -0.8% |
|
ABBVIE INC | -0.8% |
|
PROGRESSIVE CORP | -0.8% |
|
BERKSHIRE HATHAWAY INC-CL A | -0.7% |