Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
726
Number of overlapping holdings
87.6%
% of IWD's 872 holdings also in VLU
50.7%
% of VLU's 1440 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus VLU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IWD |
Weight in VLU |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.5% | 2.5% | 2.5% | |
EXXON MOBIL CORP | 2.1% | 2.1% | 2.1% | |
JPMORGAN CHASE & CO | 2.6% | 1.5% | 1.5% | |
WAL-MART STORES INC | 1.3% | 1.7% | 1.3% | |
UNITEDHEALTH GROUP INC | 2.0% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to VLU
JPMORGAN CHASE & CO | 1.1% | |
BERKSHIRE HATHAWAY INC-CL B | 1.0% | |
UNITEDHEALTH GROUP INC | 0.8% | |
THERMO FISHER SCIENTIFIC INC | 0.8% | |
PROCTER & GAMBLE CO/THE | 0.7% | |
JOHNSON & JOHNSON | 0.7% | |
LINDE PLC | 0.7% | |
MCDONALD'S CORP | 0.6% | |
DANAHER CORP | 0.6% | |
ACCENTURE PLC-CL A | 0.6% |
IWD Underweight Relative to VLU
APPLE INC | -2.4% | |
AMAZON.COM INC | -1.8% | |
META PLATFORMS INC | -1.6% | |
MICROSOFT CORP | -1.5% | |
ALPHABET INC. CLASS C | -1.2% | |
VERIZON COMMUNICATIONS INC | -0.9% | |
ALPHABET INC. CLASS A | -0.7% | |
AT&T INC | -0.7% | |
CITIGROUP INC | -0.6% | |
TESLA MOTORS INC | -0.4% |