Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
61.9%
% of IVES's 47 holdings also in WTAI
36.1%
% of WTAI's 76 holdings also in IVES
Overlap by Weight
Sector Drift (IVES minus WTAI)
Overlapping Holdings
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| Company | Weight in IVES |
Weight in WTAI |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 2.4% | 2.9% | 2.4% |
|
ALPHABET INC. CLASS A | 2.2% | 2.5% | 2.2% |
 |
HYNIX SEMICONDUCTOR INC | 2.6% | 2.2% | 2.2% |
|
BROADCOM INC. | 2.1% | 3.1% | 2.1% |
|
AMAZON.COM INC | 2.2% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IVES Overweight Relative to WTAI
 |
ALIBABA GROUP HOLDING LTD. | 4.2% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
SUPER MICRO COMPUTER, INC. | 2.8% |
 |
ASML HOLDING NV | 2.5% |
|
MONOLITHIC POWER SYSTEMS INC | 2.4% |
 |
HON HAI PRECISION INDUSTRY | 2.3% |
|
JUNIPER NETWORKS INC | 2.3% |
|
APPIAN CORPORATION CLASS A | 2.3% |
|
ORACLE CORP | 2.3% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 2.3% |
IVES Underweight Relative to WTAI
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.3% |
|
META PLATFORMS INC | -3.2% |
|
TAIWAN SEMICONDUCTOR-SP ADR | -2.6% |
 |
ARM HOLDINGS PLC | -2.5% |
|
TESLA MOTORS INC | -2.1% |
|
ROBLOX CORP. CLASS A | -2.0% |
|
HYUNDAI MOTOR CO | -2.0% |
|
CLOUDFLARE INC CLASS A | -2.0% |
|
INTUITIVE SURGICAL INC | -1.8% |
|
ASML HOLDING NV-NY REG SHS | -1.8% |