Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |