Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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368
Number of overlapping holdings
44.9%
% of IWD's 870 holdings also in SPYV
93.4%
% of SPYV's 398 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus SPYV)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in SPYV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.1% | 2.2% | 2.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 2.1% | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.8% | 2.0% | 1.8% |
|
JOHNSON & JOHNSON | 1.6% | 1.7% | 1.6% |
|
PROCTER & GAMBLE CO/THE | 1.2% | 1.7% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to SPYV
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% |
|
JPMORGAN CHASE & CO | 1.5% |
|
WAL-MART STORES INC | 1.0% |
|
INTL BUSINESS MACHINES CORP | 0.9% |
|
BOSTON SCIENTIFIC CORP | 0.6% |
|
CATERPILLAR INC | 0.6% |
|
PHILIP MORRIS INTERNATIONAL | 0.5% |
 |
EATON CORP PLC | 0.4% |
|
RTX CORP | 0.4% |
|
NEXTERA ENERGY GROUP | 0.4% |
IWD Underweight Relative to SPYV
|
APPLE INC | -7.5% |
|
MICROSOFT CORP | -5.7% |
|
AMAZON.COM INC | -3.2% |
|
MERCK & CO. INC. | -1.0% |
|
PEPSICO INC | -0.7% |
|
COCA-COLA CO/THE | -0.7% |
|
QUALCOMM INC | -0.7% |
|
HOME DEPOT INC | -0.6% |
|
ADVANCED MICRO DEVICES | -0.5% |
|
BLACKSTONE GROUP LP/THE | -0.4% |