Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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163
Number of overlapping holdings
30.4%
% of IUS's 539 holdings also in VALQ
71.8%
% of VALQ's 229 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus VALQ)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in VALQ |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.1% | 2.4% | 2.4% |
|
ALPHABET INC. CLASS A | 3.7% | 2.1% | 2.1% |
|
WAL-MART STORES INC | 1.4% | 2.9% | 1.4% |
|
COMCAST CORP-CL A | 0.9% | 2.0% | 0.9% |
|
JOHNSON & JOHNSON | 0.9% | 2.5% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to VALQ
|
BERKSHIRE HATHAWAY INC-CL B | 2.8% |
|
APPLE INC | 2.7% |
|
META PLATFORMS INC | 2.3% |
|
MICROSOFT CORP | 2.0% |
|
EXXON MOBIL CORP | 2.0% |
|
ALPHABET INC. CLASS A | 1.6% |
|
AT&T INC | 1.6% |
|
CHEVRON CORP | 1.4% |
|
AMAZON.COM INC | 1.3% |
|
CVS CAREMARK CORP | 1.1% |
IUS Underweight Relative to VALQ
|
INTL BUSINESS MACHINES CORP | -2.5% |
|
ABBOTT LABORATORIES | -2.2% |
|
COGNIZANT TECH SOLUTIONS-A | -1.8% |
|
FISERV, INC. | -1.8% |
|
LOCKHEED MARTIN CORP | -1.6% |
|
UNITED PARCEL SERVICE-CL B | -1.6% |
|
JOHNSON & JOHNSON | -1.5% |
|
AMDOCS LTD | -1.5% |
|
WAL-MART STORES INC | -1.5% |
|
PROCTER & GAMBLE CO/THE | -1.4% |