Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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86
Number of overlapping holdings
40.8%
% of IVW's 211 holdings also in SCHG
41.5%
% of SCHG's 229 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus SCHG)
Overlapping Holdings
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| Company | Weight in IVW |
Weight in SCHG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.4% | 9.0% | 9.0% |
|
APPLE INC | 6.4% | 11.0% | 6.4% |
|
MICROSOFT CORP | 6.2% | 9.5% | 6.2% |
|
AMAZON.COM INC | 4.5% | 6.1% | 4.5% |
|
META PLATFORMS INC | 5.3% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to SCHG
|
NVIDIA CORP | 2.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
|
JPMORGAN CHASE & CO | 1.6% |
|
META PLATFORMS INC | 1.1% |
|
WAL-MART STORES INC | 1.0% |
|
ORACLE CORP | 1.0% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
ALPHABET INC. CLASS A | 0.8% |
|
CATERPILLAR INC | 0.7% |
|
HOME DEPOT INC | 0.7% |
IVW Underweight Relative to SCHG
|
APPLE INC | -4.6% |
|
MICROSOFT CORP | -3.3% |
|
UNITEDHEALTH GROUP INC | -2.0% |
|
AMAZON.COM INC | -1.7% |
|
THERMO FISHER SCIENTIFIC INC | -0.8% |
 |
ACCENTURE PLC-CL A | -0.8% |
|
ADVANCED MICRO DEVICES | -0.7% |
|
DANAHER CORP | -0.5% |
|
GE AEROSPACE | -0.5% |
|
ELEVANCE HEALTH INC | -0.4% |