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
20
Number of overlapping holdings
20.0%
% of INEQ's 101 holdings also in PWV
40.0%
% 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 | |
|---|---|---|---|---|
 |
BANK OF AMERICA CORP | 4.5% | 3.3% | 3.3% |
|
EXXON MOBIL CORP | 4.2% | 3.3% | 3.3% |
|
CHEVRON CORP | 4.1% | 2.9% | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.5% | 3.4% | 2.5% |
|
AMGEN INC | 2.4% | 3.5% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
INEQ Overweight Relative to PWV
|
BROADCOM INC. | 5.7% |
|
HOME DEPOT INC | 4.6% |
|
UNITEDHEALTH GROUP INC | 4.3% |
|
COCA-COLA CO/THE | 3.9% |
|
QUALCOMM INC | 3.5% |
|
PEPSICO INC | 3.3% |
|
AT&T INC | 1.9% |
|
SCHWAB (CHARLES) CORP | 1.8% |
|
ANALOG DEVICES INC | 1.7% |
|
LOCKHEED MARTIN CORP | 1.6% |
INEQ Underweight Relative to PWV
|
ABBVIE INC | -4.0% |
|
JOHNSON & JOHNSON | -3.6% |
|
JPMORGAN CHASE & CO | -3.6% |
|
ABBOTT LABORATORIES | -3.5% |
|
CISCO SYSTEMS INC | -3.5% |
|
MORGAN STANLEY | -3.3% |
|
WELLS FARGO & CO | -3.1% |
|
DR HORTON INC | -1.8% |
|
HCA HOLDINGS INC | -1.7% |
|
PNC FINANCIAL SERVICES GROUP | -1.6% |