Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
722
Number of overlapping holdings
87.9%
% of IWD's 870 holdings also in VLU
51.8%
% of VLU's 1407 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 | 3.4% | 2.4% | 2.4% |
|
WAL-MART STORES INC | 1.8% | 2.2% | 1.8% |
|
EXXON MOBIL CORP | 1.9% | 1.8% | 1.8% |
|
JPMORGAN CHASE & CO | 3.0% | 1.7% | 1.7% |
|
BANK OF AMERICA CORP | 1.2% | 1.5% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to VLU
|
JPMORGAN CHASE & CO | 1.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.0% |
|
UNITEDHEALTH GROUP INC | 0.7% |
|
PROCTER & GAMBLE CO/THE | 0.7% |
|
JOHNSON & JOHNSON | 0.7% |
 |
LINDE PLC | 0.7% |
|
MCDONALD'S CORP | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
 |
ACCENTURE PLC-CL A | 0.6% |
|
ABBOTT LABORATORIES | 0.6% |
IWD Underweight Relative to VLU
|
APPLE INC | -2.5% |
|
AMAZON.COM INC | -2.3% |
|
META PLATFORMS INC | -2.2% |
|
MICROSOFT CORP | -1.4% |
|
ALPHABET INC. CLASS C | -1.2% |
|
AT&T INC | -0.8% |
|
VERIZON COMMUNICATIONS INC | -0.8% |
|
ALPHABET INC. CLASS A | -0.8% |
|
CITIGROUP INC | -0.7% |
|
TESLA MOTORS INC | -0.7% |