Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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315
Number of overlapping holdings
63.1%
% of CFA's 503 holdings also in IWR
41.1%
% of IWR's 811 holdings also in CFA
Overlap by Weight
Sector Drift (CFA minus IWR)
Overlapping Holdings
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| Company | Weight in CFA |
Weight in IWR |
Overlap | |
|---|---|---|---|---|
 |
KINDER MORGAN INC | 0.3% | 0.4% | 0.3% |
|
WILLIAMS COS INC | 0.3% | 0.5% | 0.3% |
|
VERISK ANALYTICS INC-CLASS A | 0.3% | 0.3% | 0.3% |
|
HARTFORD FINANCIAL SVCS GRP | 0.3% | 0.3% | 0.3% |
|
ARTHUR J GALLAGHER & CO | 0.3% | 0.5% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to IWR
|
COCA-COLA CO/THE | 0.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.4% |
|
PHILIP MORRIS INTERNATIONAL | 0.4% |
|
COLGATE-PALMOLIVE CO | 0.4% |
|
REPUBLIC SERVICES INC | 0.4% |
|
JPMORGAN CHASE & CO | 0.4% |
|
KIMBERLY-CLARK CORP | 0.4% |
|
T-MOBILE US, INC. | 0.4% |
|
PROCTER & GAMBLE CO/THE | 0.3% |
|
TJX COMPANIES INC | 0.3% |
CFA Underweight Relative to IWR
|
PALANTIR TECHNOLOGIES INC. CLASS A | -0.5% |
|
SIMON PROPERTY GROUP INC | -0.5% |
|
REALTY INCOME CORP | -0.5% |
|
ALLSTATE CORP | -0.4% |
|
DIGITAL REALTY TRUST INC | -0.4% |
|
CROWN CASTLE INTL CORP | -0.4% |
 |
NU HOLDINGS LTD. CLASS A | -0.4% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -0.4% |
|
KENVUE, INC. | -0.4% |
|
HESS CORP | -0.3% |