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
OVERLAP
39%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
IVES
31
HOLDINGS
45%
ALSO IN AOTG
AOTG
46
HOLDINGS
28%
ALSO IN IVES
SECTOR DRIFT (IVES minus AOTG)
OVERLAPPING HOLDINGS
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| Company | Weight in IVES |
Weight in AOTG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 5.2% | 10.7% | 5.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.9% | 6.1% | 4.9% |
|
AMAZON.COM INC | 4.8% | 4.8% | 4.8% |
|
ALPHABET INC. CLASS A | 4.7% | 7.0% | 4.7% |
|
MICROSOFT CORP | 4.9% | 4.2% | 4.2% |
IVES Overweight Relative to AOTG
|
APPLE INC | 4.7% |
|
ORACLE CORP | 4.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.9% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | 3.8% |
|
INTL BUSINESS MACHINES CORP | 3.6% |
|
META PLATFORMS INC | 3.3% |
|
GE VERONA | 3.2% |
|
BROADCOM INC. | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
|
PALO ALTO NETWORKS INC | 2.5% |
IVES Underweight Relative to AOTG
|
NVIDIA CORP | -5.5% |
|
TOAST, INC. CLASS A | -5.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | -5.0% |
 |
NU HOLDINGS LTD. CLASS A | -4.9% |
|
APPLOVIN CORP. CLASS A | -4.7% |
|
SALESFORCE.COM INC | -3.7% |
|
ADVANCED MICRO DEVICES | -3.1% |
|
VISA INC. CLASS A | -3.0% |
|
ALPHABET INC. CLASS A | -2.3% |
 |
MERCADOLIBRE INC | -2.1% |