Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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721
Number of overlapping holdings
87.9%
% of IWD's 870 holdings also in VLU
52.0%
% of VLU's 1397 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus VLU)
Overlapping Holdings
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| Company | Weight in IWD |
Weight in VLU |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 4.1% | 3.0% | 3.0% |
|
EXXON MOBIL CORP | 2.0% | 1.9% | 1.9% |
|
WAL-MART STORES INC | 1.7% | 2.2% | 1.7% |
|
JPMORGAN CHASE & CO | 2.8% | 1.6% | 1.6% |
|
BANK OF AMERICA CORP | 1.1% | 1.4% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to VLU
|
JPMORGAN CHASE & CO | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.1% |
|
PROCTER & GAMBLE CO/THE | 0.8% |
|
JOHNSON & JOHNSON | 0.7% |
 |
LINDE PLC | 0.7% |
|
MCDONALD'S CORP | 0.7% |
|
UNITEDHEALTH GROUP INC | 0.7% |
|
ABBOTT LABORATORIES | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
|
S&P GLOBAL, INC. | 0.5% |
IWD Underweight Relative to VLU
|
APPLE INC | -2.3% |
|
AMAZON.COM INC | -1.9% |
|
META PLATFORMS INC | -1.7% |
|
MICROSOFT CORP | -1.4% |
|
ALPHABET INC. CLASS C | -1.1% |
|
AT&T INC | -1.0% |
|
VERIZON COMMUNICATIONS INC | -1.0% |
|
ALPHABET INC. CLASS A | -0.7% |
|
CITIGROUP INC | -0.6% |
|
VISA INC. CLASS A | -0.5% |