Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |