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
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 | |
|---|---|---|---|---|
 |
ABBOTT LABORATORIES | 1.1% | 1.3% | 1.1% |
|
INTL BUSINESS MACHINES CORP | 1.1% | 1.7% | 1.1% |
|
VISA INC. CLASS A | 1.1% | 1.6% | 1.1% |
|
WAL-MART STORES INC | 1.1% | 1.5% | 1.1% |
|
META PLATFORMS INC | 1.1% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to SHRY
|
CVS CAREMARK CORP | 1.3% |
|
BROADCOM INC. | 1.3% |
|
GE AEROSPACE | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
INTEL CORP | 1.2% |
|
CITIGROUP INC | 1.2% |
|
T-MOBILE US, INC. | 1.1% |
|
3M CO | 1.1% |
|
STARBUCKS CORP | 1.1% |
|
JPMORGAN CHASE & CO | 1.1% |
EQWL Underweight Relative to SHRY
|
PRINCIPAL FINANCIAL GROUP | -5.3% |
|
CF INDUSTRIES HOLDINGS INC | -4.7% |
|
ALTRIA GROUP INC | -4.0% |
|
HP INC. | -3.9% |
|
CIGNA CORPORATION | -3.7% |
|
EOG RESOURCES, INC. | -3.7% |
|
KIMBERLY-CLARK CORP | -3.0% |
|
HARTFORD FINANCIAL SVCS GRP | -3.0% |
|
DISCOVER FINANCIAL SERVICES | -2.7% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -2.7% |