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
368
Number of overlapping holdings
44.9%
% of IWD's 871 holdings also in IVE
93.4%
% of IVE's 398 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus IVE)
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 IWD |
Weight in IVE |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.0% | 2.1% | 2.1% |
|
EXXON MOBIL CORP | 2.0% | 2.1% | 2.0% |
|
UNITEDHEALTH GROUP INC | 2.0% | 2.2% | 2.0% |
|
JOHNSON & JOHNSON | 1.6% | 1.7% | 1.6% |
|
PROCTER & GAMBLE CO/THE | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to IVE
|
BERKSHIRE HATHAWAY INC-CL B | 1.9% |
|
JPMORGAN CHASE & CO | 1.4% |
|
WAL-MART STORES INC | 1.0% |
|
INTL BUSINESS MACHINES CORP | 0.9% |
|
BOSTON SCIENTIFIC CORP | 0.6% |
|
PHILIP MORRIS INTERNATIONAL | 0.5% |
|
CATERPILLAR INC | 0.5% |
 |
EATON CORP PLC | 0.4% |
|
NEXTERA ENERGY GROUP | 0.4% |
|
RTX CORP | 0.4% |
IWD Underweight Relative to IVE
|
APPLE INC | -7.1% |
|
MICROSOFT CORP | -5.9% |
|
AMAZON.COM INC | -3.1% |
|
MERCK & CO. INC. | -1.0% |
|
PEPSICO INC | -0.7% |
|
COCA-COLA CO/THE | -0.7% |
|
QUALCOMM INC | -0.6% |
|
HOME DEPOT INC | -0.6% |
|
AMERICAN TOWER CORP-CL A | -0.5% |
|
PROCTER & GAMBLE CO/THE | -0.4% |