Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
45.2%
% of IVES's 47 holdings also in CHAT
61.3%
% of CHAT's 32 holdings also in IVES
Overlap by Weight
Sector Drift (IVES minus CHAT)
Overlapping Holdings
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| Company | Weight in IVES |
Weight in CHAT |
Overlap | |
|---|---|---|---|---|
 |
ALIBABA GROUP HOLDING LTD. | 4.2% | 4.4% | 4.2% |
 |
HYNIX SEMICONDUCTOR INC | 2.6% | 3.6% | 2.6% |
 |
APPLE INC | 2.4% | 2.9% | 2.4% |
|
ORACLE CORP | 2.3% | 3.0% | 2.3% |
|
MICROSOFT CORP | 2.3% | 6.4% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IVES Overweight Relative to CHAT
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
SUPER MICRO COMPUTER, INC. | 2.8% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.7% |
 |
MEDIATEK INC | 2.5% |
 |
ASML HOLDING NV | 2.5% |
|
SAMSUNG ELECTRONICS CO LTD | 2.5% |
|
ATLASSIAN CORP. CLASS A | 2.5% |
|
INTEL CORP | 2.5% |
|
MONOLITHIC POWER SYSTEMS INC | 2.4% |
|
HON HAI PRECISION INDUSTRY | 2.3% |
IVES Underweight Relative to CHAT
|
NVIDIA CORP | -6.2% |
|
META PLATFORMS INC | -4.7% |
|
BAIDU, INC. CLASS A | -4.5% |
|
TENCENT HOLDINGS LTD | -4.4% |
|
MICROSOFT CORP | -4.1% |
|
ALPHABET INC. CLASS A | -3.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.5% |
|
ANHUI USTC IFLYTEK CI -A | -2.7% |
 |
WHEELOCK & CO LTD | -2.6% |
|
SALESFORCE.COM INC | -2.3% |