Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
276
Number of overlapping holdings
99.3%
% of SNPV's 279 holdings also in IVE
63.3%
% of IVE's 438 holdings also in SNPV
Overlap by Weight
Sector Drift (SNPV minus IVE)
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 SNPV |
Weight in IVE |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 4.4% | 3.1% | 3.1% | |
UNITEDHEALTH GROUP INC | 2.4% | 1.6% | 1.6% | |
WAL-MART STORES INC | 2.2% | 1.6% | 1.6% | |
BANK OF AMERICA CORP | 2.1% | 1.3% | 1.3% | |
CHEVRON CORP | 2.0% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SNPV Overweight Relative to IVE
JPMORGAN CHASE & CO | 1.3% | |
CHEVRON CORP | 0.8% | |
UNITEDHEALTH GROUP INC | 0.7% | |
BANK OF AMERICA CORP | 0.7% | |
SPDR® PORTFOLIO S&P 500 VALUE ETF | 0.7% | |
WAL-MART STORES INC | 0.6% | |
PROCTER & GAMBLE CO/THE | 0.6% | |
INTEL CORP | 0.5% | |
HOME DEPOT INC | 0.5% | |
MERCK & CO. INC. | 0.5% |
SNPV Underweight Relative to IVE
BERKSHIRE HATHAWAY INC-CL B | -4.1% | |
EXXON MOBIL CORP | -2.5% | |
JOHNSON & JOHNSON | -1.9% | |
COSTCO WHOLESALE CORP | -1.1% | |
WELLS FARGO & CO | -1.0% | |
VERIZON COMMUNICATIONS INC | -0.8% | |
RTX CORP | -0.8% | |
HONEYWELL INTERNATIONAL INC | -0.6% | |
TEXAS INSTRUMENTS INC | -0.6% | |
LOCKHEED MARTIN CORP | -0.6% |