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
320
Number of overlapping holdings
48.3%
% of IWS's 713 holdings also in PTL
67.9%
% of PTL's 498 holdings also in IWS
Overlap by Weight
Sector Drift (IWS minus PTL)
Overlapping Holdings
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| Company | Weight in IWS |
Weight in PTL |
Overlap | |
|---|---|---|---|---|
 |
AFLAC INC | 0.7% | 0.4% | 0.4% |
|
KINDER MORGAN INC | 0.6% | 0.4% | 0.4% |
|
SIMON PROPERTY GROUP INC | 0.5% | 0.4% | 0.4% |
|
ONEOK INC | 0.6% | 0.4% | 0.4% |
|
PAYCHEX INC | 0.4% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
IWS Overweight Relative to PTL
|
ARTHUR J GALLAGHER & CO | 1.0% |
|
WILLIAMS COS INC | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 0.7% |
|
REALTY INCOME CORP | 0.6% |
|
HOWMET AEROSPACE INC. | 0.6% |
|
KROGER CO | 0.6% |
|
ALLSTATE CORP | 0.5% |
|
L3HARRIS TECHNOLOGIES INC | 0.5% |
|
CORTEVA INC | 0.5% |
|
XCEL ENERGY INC | 0.5% |
IWS Underweight Relative to PTL
|
BROADCOM INC. | -6.5% |
|
EXXON MOBIL CORP | -3.6% |
|
HOME DEPOT INC | -2.6% |
 |
LINDE PLC | -1.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.4% |
|
QUALCOMM INC | -1.3% |
|
INTUITIVE SURGICAL INC | -1.3% |
|
PROGRESSIVE CORP | -1.2% |
|
CATERPILLAR INC | -1.2% |
|
NEXTERA ENERGY GROUP | -1.1% |