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
93
Number of overlapping holdings
59.2%
% of IWX's 158 holdings also in SNPV
39.2%
% of SNPV's 241 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus SNPV)
Overlapping Holdings
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| Company | Weight in IWX | Weight in SNPV | Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 2.7% | 3.4% | 2.7% |
|
JPMORGAN CHASE & CO | 4.2% | 2.2% | 2.2% |
|
PROCTER & GAMBLE CO/THE | 1.9% | 3.1% | 1.9% |
|
BANK OF AMERICA CORP | 1.7% | 2.1% | 1.7% |
|
CHEVRON CORP | 1.7% | 2.0% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to SNPV
|
BERKSHIRE HATHAWAY INC-CL B | 5.9% |
|
EXXON MOBIL CORP | 3.2% |
|
JOHNSON & JOHNSON | 2.4% |
|
JPMORGAN CHASE & CO | 2.0% |
|
PHILIP MORRIS INTERNATIONAL | 1.5% |
|
WELLS FARGO & CO | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.4% |
|
WAL-MART STORES INC | 1.3% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
RTX CORP | 1.1% |
IWX Underweight Relative to SNPV
|
MERCK & CO. INC. | -1.8% |
|
COCA-COLA CO/THE | -1.3% |
|
PEPSICO INC | -1.3% |
|
QUALCOMM INC | -1.3% |
|
PROCTER & GAMBLE CO/THE | -1.2% |
|
HOME DEPOT INC | -1.1% |
|
BLACKSTONE GROUP LP/THE | -0.8% |
|
STARBUCKS CORP | -0.7% |
|
AMERICAN TOWER CORP-CL A | -0.7% |
|
UNION PACIFIC CORP | -0.7% |