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
396
Number of overlapping holdings
51.8%
% of IWR's 809 holdings also in PTL
80.3%
% of PTL's holdings also in IWR
Overlap by Weight
Sector Drift (IWR minus PTL)
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 IWR |
Weight in PTL |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 0.5% | 0.4% | 0.4% |
|
AFLAC INC | 0.5% | 0.4% | 0.4% |
|
SIMON PROPERTY GROUP INC | 0.5% | 0.4% | 0.4% |
|
DR HORTON INC | 0.4% | 0.4% | 0.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.0% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
IWR Overweight Relative to PTL
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.6% |
|
WILLIAMS COS INC | 0.6% |
|
ARTHUR J GALLAGHER & CO | 0.5% |
|
APPLOVIN CORP. CLASS A | 0.5% |
|
HILTON WORLDWIDE HOLDINGS, INC. | 0.5% |
|
BANK OF NEW YORK MELLON CORP | 0.5% |
|
AMERIPRISE FINANCIAL INC | 0.5% |
|
ROYAL CARIBBEAN CRUISES LTD | 0.5% |
|
ALLSTATE CORP | 0.4% |
|
WW GRAINGER INC | 0.4% |
IWR Underweight Relative to PTL
|
BROADCOM INC. | -4.9% |
|
EXXON MOBIL CORP | -3.6% |
|
HOME DEPOT INC | -2.7% |
 |
LINDE PLC | -1.6% |
|
QUALCOMM INC | -1.6% |
|
CATERPILLAR INC | -1.4% |
|
NEXTERA ENERGY GROUP | -1.1% |
|
INTUITIVE SURGICAL INC | -1.1% |
|
PROGRESSIVE CORP | -1.0% |
|
UNITED PARCEL SERVICE-CL B | -1.0% |