Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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106
Number of overlapping holdings
67.5%
% of IWX's 158 holdings also in SNPV
38.1%
% of SNPV's 279 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.2% | 4.4% | 4.2% |
|
UNITEDHEALTH GROUP INC | 3.1% | 2.4% | 2.4% |
|
WAL-MART STORES INC | 2.2% | 2.2% | 2.2% |
|
BANK OF AMERICA CORP | 1.9% | 2.1% | 1.9% |
|
PROCTER & GAMBLE CO/THE | 1.9% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to SNPV
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 3.2% |
|
JOHNSON & JOHNSON | 2.2% |
|
WELLS FARGO & CO | 1.6% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.1% |
|
TEXAS INSTRUMENTS INC | 1.0% |
|
RTX CORP | 1.0% |
|
CONOCOPHILLIPS | 0.8% |
|
HONEYWELL INTERNATIONAL INC | 0.8% |
IWX Underweight Relative to SNPV
|
MERCK & CO. INC. | -1.4% |
|
HOME DEPOT INC | -1.1% |
|
AMGEN INC | -1.1% |
|
VISA INC. CLASS A | -1.0% |
|
PEPSICO INC | -0.8% |
|
MASTERCARD INCORPORATED CLASS A | -0.7% |
|
SPDR® PORTFOLIO S&P 500 VALUE ETF | -0.7% |
|
QUALCOMM INC | -0.6% |
|
COCA-COLA CO/THE | -0.5% |
|
ABBVIE INC | -0.5% |