Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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59
Number of overlapping holdings
25.5%
% of IVW's 233 holdings also in PALC
33.0%
% of PALC's 179 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus PALC)
Overlapping Holdings
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| Company | Weight in IVW |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.0% | 5.3% | 4.0% |
|
ORACLE CORP | 0.9% | 1.9% | 0.9% |
|
BOOKING HOLDINGS INC. | 0.6% | 1.3% | 0.6% |
|
MCDONALD'S CORP | 0.3% | 2.3% | 0.3% |
|
VERTEX PHARMACEUTICALS INC | 0.3% | 0.6% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to PALC
|
APPLE INC | 12.5% |
|
MICROSOFT CORP | 11.0% |
|
NVIDIA CORP | 11.0% |
|
AMAZON.COM INC | 7.1% |
|
META PLATFORMS INC | 4.5% |
|
ALPHABET INC. CLASS A | 3.7% |
|
BROADCOM INC. | 3.5% |
|
ALPHABET INC. CLASS C | 3.1% |
|
ELI LILLY & CO | 2.1% |
|
NETFLIX INC | 1.3% |
IVW Underweight Relative to PALC
|
JPMORGAN CHASE & CO | -5.5% |
|
BANK OF AMERICA CORP | -4.6% |
|
WELLS FARGO & CO | -3.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.5% |
|
CITIGROUP INC | -2.4% |
|
EXXON MOBIL CORP | -2.2% |
|
CHEVRON CORP | -2.1% |
|
AT&T INC | -2.1% |
|
MCDONALD'S CORP | -2.0% |
|
GOLDMAN SACHS GROUP INC | -2.0% |