Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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79
Number of overlapping holdings
16.0%
% of EPS's 502 holdings also in WRND
40.3%
% of WRND's 203 holdings also in EPS
Overlap by Weight
Sector Drift (EPS minus WRND)
Overlapping Holdings
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| Company | Weight in EPS |
Weight in WRND |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 5.3% | 5.5% | 5.3% |
|
ALPHABET INC. CLASS A | 5.8% | 4.1% | 4.1% |
|
META PLATFORMS INC | 4.0% | 4.1% | 4.0% |
|
APPLE INC | 5.7% | 2.8% | 2.8% |
|
MICROSOFT CORP | 4.6% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
EPS Overweight Relative to WRND
|
NVIDIA CORP | 3.3% |
|
APPLE INC | 3.0% |
|
JPMORGAN CHASE & CO | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
MICROSOFT CORP | 2.0% |
|
ALPHABET INC. CLASS A | 1.7% |
|
EXXON MOBIL CORP | 1.6% |
|
VISA INC. CLASS A | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.0% |
|
CHEVRON CORP | 0.9% |
EPS Underweight Relative to WRND
 |
VOLKSWAGEN AG-PFD | -2.9% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.8% |
 |
ROCHE HOLDING AG-BR | -2.3% |
|
INTEL CORP | -1.6% |
 |
ASTRAZENECA PLC | -1.6% |
 |
ALIBABA GROUP HOLDING LTD. | -1.5% |
|
TENCENT HOLDINGS LTD | -1.4% |
|
NOVARTIS AG | -1.2% |
|
BAYERISCHE MOTOREN WERKE AG | -1.1% |
 |
SANOFI-AVENTIS | -1.1% |