Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
17.8%
% of IWX's 158 holdings also in DIVD
45.9%
% of DIVD's 61 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus DIVD)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in DIVD |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.3% | 1.9% | 1.9% |
|
PHILIP MORRIS INTERNATIONAL | 1.6% | 1.9% | 1.6% |
|
INTL BUSINESS MACHINES CORP | 1.4% | 1.8% | 1.4% |
|
BANK OF AMERICA CORP | 1.6% | 1.3% | 1.3% |
|
CISCO SYSTEMS INC | 1.5% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to DIVD
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
UNITEDHEALTH GROUP INC | 3.3% |
|
WAL-MART STORES INC | 2.6% |
|
JPMORGAN CHASE & CO | 2.4% |
|
EXXON MOBIL CORP | 1.9% |
|
ABBOTT LABORATORIES | 1.4% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.4% |
|
WELLS FARGO & CO | 1.3% |
|
AT&T INC | 1.2% |
IWX Underweight Relative to DIVD
|
BAE SYSTEMS PLC -SPON ADR | -2.7% |
 |
AXA -SPONS ADR | -2.6% |
|
BRITISH AMERICAN TOB-SP ADR | -2.5% |
 |
ROYAL BANK OF CANADA | -2.5% |
 |
NOVARTIS AG-ADR | -2.5% |
 |
BANCO BILBAO VIZCAYA-SP ADR | -2.5% |
 |
AMBEV SA-ADR | -2.4% |
|
BNP PARIBAS-ADR | -2.4% |
|
CNH INDUSTRIAL NV | -2.4% |
|
RECKITT BENCKISER GROUP PLC SPONSORE | -2.3% |