Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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83
Number of overlapping holdings
52.9%
% of IWX's 158 holdings also in DFLV
24.6%
% of DFLV's 343 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus DFLV)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in DFLV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.3% | 5.0% | 4.3% |
|
EXXON MOBIL CORP | 3.0% | 3.4% | 3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.1% | 2.1% | 2.1% |
|
CHEVRON CORP | 1.7% | 2.1% | 1.7% |
|
WELLS FARGO & CO | 1.5% | 1.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to DFLV
|
BERKSHIRE HATHAWAY INC-CL B | 3.1% |
|
UNITEDHEALTH GROUP INC | 2.8% |
|
WAL-MART STORES INC | 2.6% |
|
JOHNSON & JOHNSON | 2.2% |
|
PROCTER & GAMBLE CO/THE | 1.8% |
 |
ACCENTURE PLC-CL A | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.3% |
|
MCDONALD'S CORP | 1.2% |
|
CISCO SYSTEMS INC | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
IWX Underweight Relative to DFLV
|
META PLATFORMS INC | -1.5% |
|
BANK OF NEW YORK MELLON CORP | -1.0% |
 |
GARMIN LTD | -1.0% |
|
CORNING INC | -1.0% |
|
PACCAR INC | -0.9% |
|
OWENS CORNING | -0.9% |
|
DR HORTON INC | -0.9% |
|
MARTIN MARIETTA MATERIALS | -0.9% |
|
CAPITAL ONE FINANCIAL CORP | -0.9% |
|
REPUBLIC SERVICES INC | -0.9% |