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
36
Number of overlapping holdings
22.9%
% of IWX's 158 holdings also in PWV
72.0%
% of PWV's 50 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus PWV)
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 PWV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.2% | 3.6% | 3.2% |
|
JPMORGAN CHASE & CO | 4.2% | 3.2% | 3.2% |
|
JOHNSON & JOHNSON | 2.4% | 3.3% | 2.4% |
|
PROCTER & GAMBLE CO/THE | 1.9% | 3.3% | 1.9% |
|
BANK OF AMERICA CORP | 1.7% | 3.2% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to PWV
|
BERKSHIRE HATHAWAY INC-CL B | 5.9% |
|
UNITEDHEALTH GROUP INC | 2.7% |
|
WAL-MART STORES INC | 2.3% |
|
ABBOTT LABORATORIES | 1.4% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.3% |
 |
ACCENTURE PLC-CL A | 1.2% |
|
THERMO FISHER SCIENTIFIC INC | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
WALT DISNEY CO/THE | 1.1% |
IWX Underweight Relative to PWV
|
QUALCOMM INC | -3.1% |
|
HOME DEPOT INC | -2.6% |
|
GOLDMAN SACHS GROUP INC | -2.2% |
|
MORGAN STANLEY | -2.2% |
|
ABBVIE INC | -2.1% |
|
CHEVRON CORP | -1.9% |
|
PHILIP MORRIS INTERNATIONAL | -1.8% |
|
INTL BUSINESS MACHINES CORP | -1.8% |
|
WELLS FARGO & CO | -1.7% |
|
CISCO SYSTEMS INC | -1.7% |