Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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727
Number of overlapping holdings
88.7%
% of IWD's 871 holdings also in PRF
68.8%
% of PRF's 1059 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus PRF)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in PRF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 2.8% | 2.8% |
|
JPMORGAN CHASE & CO | 2.8% | 2.2% | 2.2% |
|
EXXON MOBIL CORP | 1.9% | 2.0% | 1.9% |
|
WAL-MART STORES INC | 1.7% | 1.3% | 1.3% |
|
UNITEDHEALTH GROUP INC | 2.2% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to PRF
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.0% |
|
JPMORGAN CHASE & CO | 0.7% |
 |
LINDE PLC | 0.6% |
|
MCDONALD'S CORP | 0.6% |
|
ABBOTT LABORATORIES | 0.5% |
 |
ACCENTURE PLC-CL A | 0.5% |
|
JOHNSON & JOHNSON | 0.5% |
|
PROCTER & GAMBLE CO/THE | 0.5% |
|
THERMO FISHER SCIENTIFIC INC | 0.5% |
IWD Underweight Relative to PRF
|
APPLE INC | -2.6% |
|
ALPHABET INC. CLASS A | -2.2% |
|
MICROSOFT CORP | -2.1% |
|
AMAZON.COM INC | -1.7% |
|
META PLATFORMS INC | -1.1% |
|
AT&T INC | -0.6% |
|
COSTCO WHOLESALE CORP | -0.6% |
|
BROADCOM INC. | -0.6% |
|
CITIGROUP INC | -0.5% |
|
VERIZON COMMUNICATIONS INC | -0.5% |