Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |