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
120
Number of overlapping holdings
76.4%
% of IWX's 158 holdings also in VTV
36.0%
% of VTV's 340 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus VTV)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in VTV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 5.1% | 3.2% | 3.2% |
|
JPMORGAN CHASE & CO | 4.2% | 3.1% | 3.1% |
|
EXXON MOBIL CORP | 3.0% | 2.2% | 2.2% |
|
UNITEDHEALTH GROUP INC | 2.7% | 2.2% | 2.2% |
|
WAL-MART STORES INC | 2.5% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VTV
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
 |
LINDE PLC | 1.3% |
|
MCDONALD'S CORP | 1.2% |
|
JPMORGAN CHASE & CO | 1.1% |
|
S&P GLOBAL, INC. | 1.0% |
|
TEXAS INSTRUMENTS INC | 0.9% |
 |
ACCENTURE PLC-CL A | 0.9% |
|
BOSTON SCIENTIFIC CORP | 0.8% |
|
WALT DISNEY CO/THE | 0.8% |
|
EXXON MOBIL CORP | 0.8% |
IWX Underweight Relative to VTV
|
BROADCOM INC. | -2.4% |
|
HOME DEPOT INC | -1.4% |
|
ORACLE CORP | -1.3% |
|
MERCK & CO. INC. | -1.2% |
|
QUALCOMM INC | -0.7% |
|
PEPSICO INC | -0.7% |
|
BERKSHIRE HATHAWAY INC-CL A | -0.7% |
|
PROGRESSIVE CORP | -0.5% |
|
COCA-COLA CO/THE | -0.5% |
|
AMGEN INC | -0.5% |