Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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700
Number of overlapping holdings
84.8%
% of IWD's 870 holdings also in PRF
72.0%
% of PRF's 973 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 | 3.3% | 2.3% | 2.3% |
|
JPMORGAN CHASE & CO | 2.7% | 2.2% | 2.2% |
|
EXXON MOBIL CORP | 2.0% | 2.1% | 2.0% |
|
WAL-MART STORES INC | 1.6% | 1.3% | 1.3% |
|
BANK OF AMERICA CORP | 1.2% | 1.4% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to PRF
|
BERKSHIRE HATHAWAY INC-CL B | 1.0% |
|
UNITEDHEALTH GROUP INC | 0.8% |
 |
ACCENTURE PLC-CL A | 0.6% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
 |
LINDE PLC | 0.5% |
|
JPMORGAN CHASE & CO | 0.5% |
|
PROCTER & GAMBLE CO/THE | 0.5% |
|
JOHNSON & JOHNSON | 0.5% |
|
MCDONALD'S CORP | 0.5% |
|
ABBOTT LABORATORIES | 0.5% |
IWD Underweight Relative to PRF
|
APPLE INC | -2.5% |
|
MICROSOFT CORP | -2.0% |
|
AMAZON.COM INC | -1.9% |
|
ALPHABET INC. CLASS A | -1.1% |
|
META PLATFORMS INC | -1.0% |
|
ALPHABET INC. CLASS C | -1.0% |
|
BROADCOM INC. | -0.7% |
|
CITIGROUP INC | -0.7% |
|
COSTCO WHOLESALE CORP | -0.6% |
|
AT&T INC | -0.6% |