Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVE: generated Jul 31, 2026, 6:19 PM (as of 2026-07-30); FNDX: generated Jul 31, 2026, 4:48 PM (as of 2026-07-30).

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IVE vs FNDX

Current snapshot · Current snapshot

Portfolio statistics

IVE

Largest holding: AAPL · 8.263%
Top 10 concentration: 23.64%
Gross exposure: 23.64%
Net exposure: 23.64%

FNDX

Largest holding: AAPL · 4.780%
Top 10 concentration: 21.08%
Gross exposure: 21.08%
Net exposure: 21.08%

Holdings overlap

Based on returned holdings.

ETF A

IVE

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 8.263%

12.59%weighted overlap

ETF B

FNDX

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 4.780%

Holdings universe14 distinct mapped tickers in the returned rows

6 shared

Only IVE 4Shared 6Only FNDX 4

Largest allocation differences

AAPLAPPLE INC3.483% gap

8.263%4.780%

MSFTMICROSOFT CORP2.560% gap

0.000%2.560%

AMZNAMAZON.COM INC1.996% gap

3.656%1.660%

GOOGLALPHABET INC CLASS A1.780% gap

0.000%1.780%

BRKBBERKSHIRE HATHAWAY INC CLASS B1.660% gap

0.000%1.660%

WMTWALMART INC1.644% gap

1.644%0.000%

JPMJPMORGAN CHASE1.640% gap

0.000%1.640%

COSTCOSTCO WHOLESALE CORP1.429% gap

1.429%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IVE	FNDX
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by6

Ticker	Company	IVE weight	FNDX weight	Absolute difference
AAPL	APPLE INC	8.263%	4.780%	3.483%
AMZN	AMAZON.COM INC	3.656%	1.660%	1.996%
XOM	EXXONMOBIL HOLDINGS CORP	2.196%	2.400%	0.204%
INTC	INTEL CORPORATION	1.453%	1.470%	0.017%
UNH	UNITEDHEALTH GROUP INC	1.292%	1.600%	0.308%
CVX	CHEVRON CORP	1.215%	1.530%	0.315%