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
24
Number of overlapping holdings
24.0%
% of INEQ's 101 holdings also in PWV
48.0%
% of PWV's 50 holdings also in INEQ
Overlap by Weight
Sector Drift (INEQ minus PWV)
Overlapping Holdings
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| Company | Weight in INEQ |
Weight in PWV |
Overlap | |
|---|---|---|---|---|
 |
HOME DEPOT INC | 4.6% | 3.4% | 3.4% |
|
BANK OF AMERICA CORP | 4.5% | 3.4% | 3.4% |
|
CHEVRON CORP | 4.1% | 3.4% | 3.4% |
|
EXXON MOBIL CORP | 4.2% | 3.2% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 2.5% | 3.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
INEQ Overweight Relative to PWV
|
BROADCOM INC. | 5.7% |
|
UNITEDHEALTH GROUP INC | 4.3% |
|
COCA-COLA CO/THE | 3.9% |
|
QUALCOMM INC | 3.5% |
|
PEPSICO INC | 3.3% |
|
COMCAST CORP-CL A | 2.1% |
|
CONOCOPHILLIPS | 1.9% |
|
SCHWAB (CHARLES) CORP | 1.8% |
|
ANALOG DEVICES INC | 1.7% |
|
MARSH & MCLENNAN COS | 1.5% |
INEQ Underweight Relative to PWV
|
CISCO SYSTEMS INC | -3.5% |
|
ABBVIE INC | -3.4% |
|
PROCTER & GAMBLE CO/THE | -3.4% |
|
JPMORGAN CHASE & CO | -3.3% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
JOHNSON & JOHNSON | -3.3% |
|
WELLS FARGO & CO | -3.2% |
|
GILEAD SCIENCES INC | -1.5% |
|
ENERGY TRANSFER, L.P. | -1.5% |
|
PFIZER INC | -1.5% |