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
51%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IVES
32
HOLDINGS
60%
ALSO IN USMD
USMD
119
HOLDINGS
15%
ALSO IN IVES
SECTOR DRIFT (IVES minus USMD)
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 IVES |
Weight in USMD |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 5.3% | 6.2% | 5.3% |
|
MICROSOFT CORP | 5.2% | 5.3% | 5.2% |
|
AMAZON.COM INC | 4.8% | 4.4% | 4.4% |
|
NVIDIA CORP | 4.7% | 4.1% | 4.1% |
|
ADVANCED MICRO DEVICES | 4.1% | 4.6% | 4.1% |
IVES Overweight Relative to USMD
|
APPLE INC | 5.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.5% |
|
META PLATFORMS INC | 4.3% |
 |
SK HYNIX INC-ADR | 4.1% |
|
SALESFORCE.COM INC | 3.3% |
|
DELL TECHNOLOGIES INC CLASS C | 2.4% |
|
SERVICENOW INC | 2.3% |
|
SPACE EXPLORATION TECHNOLOGIES | 2.2% |
|
MONGODB, INC. CLASS A | 2.0% |
|
ZSCALER, INC. | 1.9% |
IVES Underweight Relative to USMD
|
TEXAS INSTRUMENTS INC | -3.1% |
|
INTEL CORP | -2.6% |
|
RTX CORP | -2.5% |
|
ORACLE CORP | -2.3% |
|
ANALOG DEVICES INC | -2.2% |
|
QUALCOMM INC | -2.2% |
|
MARVELL TECHNOLOGY, INC. | -2.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.9% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.7% |
|
TEMPUS AI INC | -1.6% |