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
42
Number of overlapping holdings
19.9%
% of IVW's 211 holdings also in PWB
85.7%
% of PWB's 49 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus PWB)
Overlapping Holdings
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| Company | Weight in IVW |
Weight in PWB |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.3% | 3.5% | 3.5% |
|
ALPHABET INC. CLASS A | 3.9% | 3.2% | 3.2% |
|
BROADCOM INC. | 3.5% | 3.2% | 3.2% |
|
AMAZON.COM INC | 4.2% | 3.0% | 3.0% |
|
NVIDIA CORP | 11.0% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to PWB
|
NVIDIA CORP | 8.0% |
|
ALPHABET INC. CLASS C | 3.2% |
|
APPLE INC | 3.0% |
|
TESLA MOTORS INC | 3.0% |
|
ELI LILLY & CO | 2.9% |
|
MICROSOFT CORP | 2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
META PLATFORMS INC | 2.0% |
|
JPMORGAN CHASE & CO | 1.6% |
|
AMAZON.COM INC | 1.1% |
IVW Underweight Relative to PWB
|
GE AEROSPACE | -3.1% |
|
AMERICAN EXPRESS CO | -2.6% |
|
WAL-MART STORES INC | -2.4% |
|
ORACLE CORP | -1.9% |
|
NETFLIX INC | -1.9% |
|
COSTCO WHOLESALE CORP | -1.6% |
|
MASTERCARD INCORPORATED CLASS A | -1.6% |
|
SPOTIFY TECHNOLOGY SA | -1.6% |
 |
MERCADOLIBRE INC | -1.6% |
|
SCHWAB (CHARLES) CORP | -1.5% |