Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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39
Number of overlapping holdings
19.8%
% of IWL's 199 holdings also in CGDV
69.6%
% of CGDV's 63 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus CGDV)
Overlapping Holdings
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| Company | Weight in IWL |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.0% | 5.3% | 5.3% |
|
META PLATFORMS INC | 3.2% | 5.4% | 3.2% |
|
APPLE INC | 8.0% | 2.7% | 2.7% |
|
ALPHABET INC. CLASS A | 2.3% | 2.4% | 2.3% |
|
BROADCOM INC. | 1.9% | 2.8% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to CGDV
|
NVIDIA CORP | 6.4% |
|
APPLE INC | 5.3% |
|
AMAZON.COM INC | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% |
|
ALPHABET INC. CLASS C | 1.9% |
|
TESLA MOTORS INC | 1.8% |
|
MICROSOFT CORP | 1.8% |
|
VISA INC. CLASS A | 1.5% |
|
EXXON MOBIL CORP | 1.3% |
|
MASTERCARD INCORPORATED CLASS A | 1.1% |
IWL Underweight Relative to CGDV
|
RTX CORP | -4.1% |
|
AMERICAN INTERNATIONAL GROUP | -3.8% |
|
CARRIER GLOBAL CORP. | -3.4% |
|
PHILIP MORRIS INTERNATIONAL | -3.3% |
 |
BRITISH AMERICAN TOBACCO PLC | -3.2% |
|
GE AEROSPACE | -2.7% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -2.6% |
|
LAS VEGAS SANDS CORP | -2.3% |
|
UNITEDHEALTH GROUP INC | -2.2% |
|
META PLATFORMS INC | -2.2% |