Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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616
Number of overlapping holdings
74.6%
% of IWD's 872 holdings also in STXV
89.8%
% of STXV's 688 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus STXV)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in STXV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.7% | 3.6% | 2.7% |
|
EXXON MOBIL CORP | 2.1% | 2.7% | 2.1% |
|
JOHNSON & JOHNSON | 1.5% | 2.1% | 1.5% |
|
BANK OF AMERICA CORP | 1.2% | 2.1% | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.4% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to STXV
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
UNITEDHEALTH GROUP INC | 1.2% |
 |
LINDE PLC | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
 |
ACCENTURE PLC-CL A | 0.7% |
|
S&P GLOBAL, INC. | 0.6% |
|
DANAHER CORP | 0.6% |
|
EATON CORP PLC | 0.6% |
|
GE AEROSPACE | 0.5% |
|
BOSTON SCIENTIFIC CORP | 0.5% |
IWD Underweight Relative to STXV
|
JPMORGAN CHASE & CO | -0.8% |
|
BANK OF AMERICA CORP | -0.8% |
|
CHEVRON CORP | -0.7% |
|
WELLS FARGO & CO | -0.7% |
|
HOME DEPOT INC | -0.7% |
|
EXXON MOBIL CORP | -0.7% |
|
JOHNSON & JOHNSON | -0.7% |
|
MERCK & CO. INC. | -0.6% |
|
PHILIP MORRIS INTERNATIONAL | -0.5% |
|
GOLDMAN SACHS GROUP INC | -0.5% |