Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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48
Number of overlapping holdings
30.6%
% of IWX's 158 holdings also in NULV
46.2%
% of NULV's 105 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus NULV)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in NULV |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 3.1% | 2.0% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.9% | 2.3% | 1.9% |
 |
ACCENTURE PLC-CL A | 1.3% | 1.6% | 1.3% |
|
CISCO SYSTEMS INC | 1.4% | 1.3% | 1.3% |
|
WALT DISNEY CO/THE | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to NULV
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
EXXON MOBIL CORP | 3.2% |
|
JOHNSON & JOHNSON | 2.2% |
|
WAL-MART STORES INC | 2.2% |
|
BANK OF AMERICA CORP | 1.7% |
|
CHEVRON CORP | 1.7% |
|
WELLS FARGO & CO | 1.6% |
 |
LINDE PLC | 1.3% |
|
ABBOTT LABORATORIES | 1.2% |
IWX Underweight Relative to NULV
|
AMGEN INC | -2.1% |
|
COCA-COLA CO/THE | -2.0% |
|
PEPSICO INC | -2.0% |
|
BANK OF NEW YORK MELLON CORP | -1.7% |
|
ONEOK INC | -1.6% |
|
KROGER CO | -1.6% |
 |
WOLSELEY PLC | -1.5% |
|
ECOLAB INC | -1.5% |
|
HARTFORD FINANCIAL SVCS GRP | -1.5% |
|
CONSOLIDATED EDISON INC | -1.5% |