Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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209
Number of overlapping holdings
25.5%
% of IWD's 870 holdings also in SHE
85.0%
% of SHE's 251 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus SHE)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in SHE |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.7% | 2.7% | 2.7% |
|
UNITEDHEALTH GROUP INC | 1.7% | 1.6% | 1.6% |
|
JOHNSON & JOHNSON | 1.6% | 1.6% | 1.6% |
|
EXXON MOBIL CORP | 2.0% | 1.4% | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.3% | 1.6% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to SHE
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% |
|
WAL-MART STORES INC | 1.6% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
PHILIP MORRIS INTERNATIONAL | 0.9% |
|
MCDONALD'S CORP | 0.9% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
|
GE AEROSPACE | 0.7% |
|
TEXAS INSTRUMENTS INC | 0.6% |
|
PFIZER INC | 0.6% |
|
NEXTERA ENERGY GROUP | 0.6% |
IWD Underweight Relative to SHE
|
MICROSOFT CORP | -4.6% |
|
NVIDIA CORP | -3.8% |
|
NETFLIX INC | -3.2% |
|
ELI LILLY & CO | -2.6% |
|
INTUIT INC | -2.1% |
 |
ACCENTURE PLC-CL A | -2.0% |
|
VISA INC. CLASS A | -2.0% |
|
CISCO SYSTEMS INC | -1.9% |
|
SERVICENOW INC | -1.8% |
|
ADOBE SYSTEMS INC | -1.7% |