Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
22.9%
% of IWX's 158 holdings also in QUVU
56.3%
% of QUVU's 66 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus QUVU)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in QUVU |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.3% | 4.1% | 4.1% |
|
UNITEDHEALTH GROUP INC | 3.3% | 3.2% | 3.2% |
|
BANK OF AMERICA CORP | 1.6% | 2.5% | 1.6% |
|
PHILIP MORRIS INTERNATIONAL | 1.6% | 3.4% | 1.6% |
|
CISCO SYSTEMS INC | 1.5% | 1.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to QUVU
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
EXXON MOBIL CORP | 2.9% |
|
WAL-MART STORES INC | 2.6% |
|
JOHNSON & JOHNSON | 2.4% |
|
PROCTER & GAMBLE CO/THE | 2.0% |
|
ABBOTT LABORATORIES | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.4% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.4% |
|
AT&T INC | 1.2% |
IWX Underweight Relative to QUVU
|
GILEAD SCIENCES INC | -1.9% |
|
ATMOS ENERGY CORP | -1.9% |
|
ASTRAZENECA PLC-SPONS ADR | -1.9% |
 |
TOTAL SA-SPON ADR | -1.8% |
|
PHILIP MORRIS INTERNATIONAL | -1.8% |
|
WILLIAMS COS INC | -1.8% |
 |
NOVARTIS AG-ADR | -1.8% |
|
COGNIZANT TECH SOLUTIONS-A | -1.7% |
|
KNIGHT-SWIFT TRANSPORTATION HOLDINGS | -1.7% |
|
UNILEVER PLC-SPONSORED ADR | -1.7% |