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
157
Number of overlapping holdings
19.1%
% of IWD's 870 holdings also in IWX
100.0%
% of IWX's 158 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus IWX)
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 IWX |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 5.9% | 3.9% |
|
JPMORGAN CHASE & CO | 2.8% | 4.2% | 2.8% |
|
EXXON MOBIL CORP | 2.1% | 3.2% | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.8% | 2.7% | 1.8% |
|
JOHNSON & JOHNSON | 1.6% | 2.4% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to IWX
|
ARTHUR J GALLAGHER & CO | 0.3% |
|
WILLIAMS COS INC | 0.3% |
|
MICROSTRATEGY INC-CL A | 0.3% |
|
ONEOK INC | 0.2% |
|
AFLAC INC | 0.2% |
|
BANK OF NEW YORK MELLON CORP | 0.2% |
|
KINDER MORGAN INC | 0.2% |
|
REALTY INCOME CORP | 0.2% |
|
HOWMET AEROSPACE INC. | 0.2% |
|
DIGITAL REALTY TRUST INC | 0.2% |
IWD Underweight Relative to IWX
|
BERKSHIRE HATHAWAY INC-CL B | -2.0% |
|
JPMORGAN CHASE & CO | -1.4% |
|
EXXON MOBIL CORP | -1.1% |
|
UNITEDHEALTH GROUP INC | -0.9% |
|
JOHNSON & JOHNSON | -0.8% |
|
WAL-MART STORES INC | -0.8% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
BANK OF AMERICA CORP | -0.6% |
|
CHEVRON CORP | -0.6% |
|
CISCO SYSTEMS INC | -0.5% |