Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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467
Number of overlapping holdings
57.0%
% of IWD's 870 holdings also in SCHV
93.2%
% of SCHV's 528 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus SCHV)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in SCHV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 4.1% | 3.9% |
|
JPMORGAN CHASE & CO | 2.8% | 2.9% | 2.8% |
|
EXXON MOBIL CORP | 2.1% | 2.2% | 2.1% |
|
JOHNSON & JOHNSON | 1.6% | 1.7% | 1.6% |
|
WAL-MART STORES INC | 1.5% | 1.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to SCHV
|
UNITEDHEALTH GROUP INC | 1.8% |
 |
LINDE PLC | 0.9% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
GE AEROSPACE | 0.7% |
|
S&P GLOBAL, INC. | 0.6% |
|
BLACKROCK INC | 0.6% |
|
DANAHER CORP | 0.5% |
|
T-MOBILE US, INC. | 0.5% |
|
ELEVANCE HEALTH INC | 0.3% |
IWD Underweight Relative to SCHV
|
HOME DEPOT INC | -1.2% |
|
ORACLE CORP | -1.0% |
|
MERCK & CO. INC. | -1.0% |
|
ABBVIE INC | -0.7% |
|
PEPSICO INC | -0.7% |
|
COCA-COLA CO/THE | -0.7% |
|
QUALCOMM INC | -0.7% |
|
AMGEN INC | -0.6% |
|
AUTOMATIC DATA PROCESSING | -0.5% |
|
APPLIED MATERIALS INC | -0.5% |