Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
39
Number of overlapping holdings
38.6%
% of EQWL's 101 holdings also in ROE
39.4%
% of ROE's 100 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus ROE)
Overlapping Holdings
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| Company | Weight in EQWL | Weight in ROE | Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 1.1% | 1.0% | 1.0% |
|
UNITEDHEALTH GROUP INC | 1.0% | 1.0% | 1.0% |
|
VERIZON COMMUNICATIONS INC | 1.0% | 1.1% | 1.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.0% | 1.0% | 1.0% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 1.0% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to ROE
|
AT&T INC | 1.1% |
|
INTEL CORP | 1.1% |
|
BOEING CO | 1.1% |
|
CHEVRON CORP | 1.1% |
|
SCHWAB (CHARLES) CORP | 1.0% |
|
CONOCOPHILLIPS | 1.0% |
|
BOOKING HOLDINGS INC. | 1.0% |
|
AMERICAN TOWER CORP-CL A | 1.0% |
|
MONDELEZ INTERNATIONAL INC-A | 1.0% |
|
BLACKROCK INC | 1.0% |
EQWL Underweight Relative to ROE
|
WR BERKLEY CORP | -1.1% |
|
H&R BLOCK INC | -1.1% |
|
CENCORA INC | -1.1% |
|
MCKESSON CORP | -1.0% |
|
PROGRESSIVE CORP | -1.0% |
|
TENET HEALTHCARE CORP | -1.0% |
|
TRAVELERS COS INC/THE | -1.0% |
|
MOTOROLA SOLUTIONS | -1.0% |
|
VICI PROPERTIES INC | -1.0% |
|
HARTFORD FINANCIAL SVCS GRP | -1.0% |