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
53
Number of overlapping holdings
26.9%
% of IWL's 199 holdings also in SPMV
71.6%
% of SPMV's 74 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus SPMV)
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 IWL | Weight in SPMV | Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.9% | 3.4% | 3.4% |
|
AMAZON.COM INC | 4.4% | 2.8% | 2.8% |
|
APPLE INC | 7.4% | 2.8% | 2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 3.3% | 2.4% |
|
BROADCOM INC. | 2.3% | 2.6% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to SPMV
|
APPLE INC | 4.6% |
|
MICROSOFT CORP | 4.5% |
|
NVIDIA CORP | 4.4% |
|
ALPHABET INC. CLASS A | 2.4% |
|
TESLA MOTORS INC | 2.0% |
|
JPMORGAN CHASE & CO | 1.7% |
|
AMAZON.COM INC | 1.5% |
|
META PLATFORMS INC | 1.5% |
|
VISA INC. CLASS A | 1.5% |
|
ALPHABET INC. CLASS C | 1.4% |
IWL Underweight Relative to SPMV
|
MONDELEZ INTERNATIONAL INC-A | -2.9% |
|
CHUBB LIMITED | -2.8% |
|
MARSH & MCLENNAN COS | -2.7% |
|
PROGRESSIVE CORP | -2.7% |
|
T-MOBILE US, INC. | -2.7% |
|
ABBOTT LABORATORIES | -2.5% |
|
VERTEX PHARMACEUTICALS INC | -2.5% |
|
ARTHUR J GALLAGHER & CO | -2.2% |
|
DUKE ENERGY CORP | -2.1% |
|
QUALCOMM INC | -2.0% |