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
31
Number of overlapping holdings
19.7%
% of IWX's 158 holdings also in DIVL
81.6%
% of DIVL's 39 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus DIVL)
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 IWX |
Weight in DIVL |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.2% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 3.2% | 2.5% | 2.5% |
|
JOHNSON & JOHNSON | 2.4% | 3.1% | 2.4% |
|
BANK OF AMERICA CORP | 1.7% | 2.4% | 1.7% |
|
CHEVRON CORP | 1.7% | 3.3% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to DIVL
|
BERKSHIRE HATHAWAY INC-CL B | 5.9% |
|
UNITEDHEALTH GROUP INC | 2.7% |
|
WAL-MART STORES INC | 2.3% |
|
JPMORGAN CHASE & CO | 1.6% |
|
CISCO SYSTEMS INC | 1.5% |
|
PHILIP MORRIS INTERNATIONAL | 1.5% |
|
WELLS FARGO & CO | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.4% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.3% |
IWX Underweight Relative to DIVL
|
AUTOMATIC DATA PROCESSING | -4.0% |
|
FASTENAL CO | -3.8% |
|
CME GROUP INC | -3.8% |
|
AMERICAN TOWER CORP-CL A | -3.6% |
 |
MEDTRONIC PLC | -3.2% |
|
HOME DEPOT INC | -3.0% |
|
MCCORMICK & CO-NON VTG SHRS | -3.0% |
|
HONEYWELL INTERNATIONAL INC | -3.0% |
|
BLACKROCK INC | -2.9% |
|
QUEST DIAGNOSTICS | -2.8% |