Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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208
Number of overlapping holdings
48.0%
% of IVE's 437 holdings also in VYM
39.7%
% of VYM's 545 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus VYM)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in VYM |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 3.8% | 3.2% |
|
EXXON MOBIL CORP | 2.3% | 2.8% | 2.3% |
|
WAL-MART STORES INC | 1.9% | 2.3% | 1.9% |
|
JOHNSON & JOHNSON | 1.7% | 2.0% | 1.7% |
|
BANK OF AMERICA CORP | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VYM
|
BERKSHIRE HATHAWAY INC-CL B | 4.0% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
WALT DISNEY CO/THE | 1.0% |
|
VISA INC. CLASS A | 0.8% |
|
DANAHER CORP | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
SCHWAB (CHARLES) CORP | 0.6% |
|
MICRON TECHNOLOGY INC | 0.5% |
IVE Underweight Relative to VYM
|
BROADCOM INC. | -5.7% |
|
PROCTER & GAMBLE CO/THE | -1.1% |
|
HOME DEPOT INC | -1.1% |
|
ABBVIE INC | -0.8% |
|
MERCK & CO. INC. | -0.7% |
|
CATERPILLAR INC | -0.7% |
|
COCA-COLA CO/THE | -0.6% |
|
MCDONALD'S CORP | -0.6% |
|
QUALCOMM INC | -0.6% |
|
JPMORGAN CHASE & CO | -0.6% |