Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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72
Number of overlapping holdings
36.5%
% of IWL's 199 holdings also in KRUZ
46.2%
% of KRUZ's 158 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus KRUZ)
Overlapping Holdings
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| Company | Weight in IWL |
Weight in KRUZ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 6.4% | 2.7% | 2.7% |
|
JPMORGAN CHASE & CO | 1.7% | 4.3% | 1.7% |
|
JOHNSON & JOHNSON | 1.0% | 1.3% | 1.0% |
|
COSTCO WHOLESALE CORP | 1.0% | 1.0% | 1.0% |
|
TESLA MOTORS INC | 1.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to KRUZ
|
APPLE INC | 7.5% |
|
MICROSOFT CORP | 6.4% |
|
AMAZON.COM INC | 3.8% |
|
NVIDIA CORP | 3.7% |
|
META PLATFORMS INC | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% |
|
ALPHABET INC. CLASS A | 2.3% |
|
ALPHABET INC. CLASS C | 1.9% |
|
ELI LILLY & CO | 1.6% |
|
BROADCOM INC. | 1.2% |
IWL Underweight Relative to KRUZ
|
COMFORT SYSTEMS USA INC | -2.8% |
|
ISHARES BITCOIN TRUST ETF | -2.7% |
|
JPMORGAN CHASE & CO | -2.6% |
|
ALLSTATE CORP | -2.5% |
|
AT&T INC | -2.4% |
|
INTEL CORP | -2.1% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -2.1% |
|
TYSON FOODS INC-CL A | -2.0% |
|
NATIONAL FUEL GAS CO | -2.0% |
|
UNITED THERAPEUTICS CORP | -1.7% |