Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |