Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
259
Number of overlapping holdings
52.0%
% of IVV's 503 holdings also in APUE
85.2%
% of APUE's 306 holdings also in IVV
Overlap by Weight
Sector Drift (IVV minus APUE)
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 IVV |
Weight in APUE |
Overlap | |
---|---|---|---|---|
APPLE INC | 7.4% | 6.1% | 6.1% | |
MICROSOFT CORP | 6.5% | 5.7% | 5.7% | |
NVIDIA CORP | 6.5% | 5.7% | 5.7% | |
AMAZON.COM INC | 4.2% | 3.8% | 3.8% | |
META PLATFORMS INC | 2.6% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IVV Overweight Relative to APUE
APPLE INC | 1.2% | |
MICROSOFT CORP | 0.8% | |
NVIDIA CORP | 0.8% | |
TESLA MOTORS INC | 0.7% | |
VISA INC. CLASS A | 0.4% | |
BOOKING HOLDINGS INC. | 0.3% | |
AMAZON.COM INC | 0.3% | |
COCA-COLA CO/THE | 0.3% | |
MASTERCARD INCORPORATED CLASS A | 0.3% | |
BOEING CO | 0.2% |
IVV Underweight Relative to APUE
DIMENSIONAL US SMALL CAP ETF | -4.8% | |
AMPHENOL CORP-CL A | -0.4% | |
AERCAP HOLDINGS NV | -0.4% | |
SIMON PROPERTY GROUP INC | -0.4% | |
MURPHY USA, INC. | -0.4% | |
ARMSTRONG WORLD INDUSTRIES | -0.4% | |
CHURCHILL DOWNS INC | -0.4% | |
WHITE MOUNTAINS INSURANCE GP | -0.4% | |
MEDTRONIC PLC | -0.3% | |
ALTRIA GROUP INC | -0.3% |