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
93
Number of overlapping holdings
12.2%
% of IWR's 811 holdings also in SMOT
89.4%
% of SMOT's 108 holdings also in IWR
Overlap by Weight
Sector Drift (IWR minus SMOT)
Overlapping Holdings
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| Company | Weight in IWR |
Weight in SMOT |
Overlap | |
|---|---|---|---|---|
 |
BLOCK INC. | 0.4% | 1.6% | 0.4% |
|
KENVUE, INC. | 0.4% | 0.6% | 0.4% |
|
CROWN CASTLE INTL CORP | 0.4% | 1.1% | 0.4% |
|
DISCOVER FINANCIAL SERVICES | 0.4% | 1.7% | 0.4% |
|
HESS CORP | 0.3% | 0.6% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
IWR Overweight Relative to SMOT
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
|
APPLOVIN CORP. CLASS A | 0.6% |
|
WILLIAMS COS INC | 0.6% |
|
ONEOK INC | 0.5% |
|
ARTHUR J GALLAGHER & CO | 0.5% |
|
AFLAC INC | 0.5% |
|
HILTON WORLDWIDE HOLDINGS, INC. | 0.5% |
|
COINBASE GLOBAL, INC. CLASS A | 0.5% |
|
SIMON PROPERTY GROUP INC | 0.5% |
|
DIGITAL REALTY TRUST INC | 0.5% |
IWR Underweight Relative to SMOT
|
LITHIA MOTORS INC-CL A | -1.7% |
|
CAPITAL ONE FINANCIAL CORP | -1.7% |
|
DOORDASH, INC. CLASS A | -1.6% |
|
NORWEGIAN CRUISE LINE HOLDIN | -1.6% |
|
EXPEDIA GROUP INC | -1.6% |
|
CARNIVAL CORP | -1.5% |
|
LYFT INC CLASS A | -1.5% |
|
CARLYLE GROUP/THE | -1.5% |
|
TAPESTRY, INC. | -1.5% |
|
WYNDHAM HOTELS & RESORTS, INC. | -1.5% |