Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
25.7%
% of EQWL's 101 holdings also in SHRY
53.1%
% of SHRY's 51 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus SHRY)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in SHRY |
Overlap | |
|---|---|---|---|---|
 |
WAL-MART STORES INC | 1.2% | 1.4% | 1.2% |
|
COLGATE-PALMOLIVE CO | 1.1% | 2.1% | 1.1% |
|
MCDONALD'S CORP | 1.1% | 1.5% | 1.1% |
|
PROCTER & GAMBLE CO/THE | 1.1% | 1.6% | 1.1% |
|
LOCKHEED MARTIN CORP | 1.1% | 2.7% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to SHRY
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.1% |
|
AMERICAN TOWER CORP-CL A | 1.1% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
GENERAL DYNAMICS CORP | 1.1% |
|
NETFLIX INC | 1.1% |
|
AT&T INC | 1.1% |
|
DUKE ENERGY CORP | 1.1% |
|
COCA-COLA CO/THE | 1.1% |
|
BOOKING HOLDINGS INC. | 1.1% |
EQWL Underweight Relative to SHRY
|
PRINCIPAL FINANCIAL GROUP | -4.8% |
|
ALTRIA GROUP INC | -4.7% |
|
CF INDUSTRIES HOLDINGS INC | -4.5% |
|
CIGNA CORPORATION | -4.5% |
|
KIMBERLY-CLARK CORP | -3.5% |
|
EOG RESOURCES, INC. | -3.4% |
|
HARTFORD FINANCIAL SVCS GRP | -3.3% |
|
MCKESSON CORP | -3.1% |
|
HP INC. | -3.0% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -2.7% |