ETF comparison
CSHP vs IVE overlap
Compare CSHP ETF and IVE ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap4.95%
14 shared holdings
CSHP expense0.00%
Unknown
IVE expense0.00%
Unknown
Data date2026-05-01
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
WFCWELLS FARGO & COMPANY
ABBVABBVIE INC
CCITIGROUP INC
BACBANK OF AMERICA CORP MTN
ADBEADOBE INC
CMCSACOMCAST CORPORATION
Interpretation
Should you own both CSHP and IVE?
CSHP and IVE share 14 tracked holdings with 4.95% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.
Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.