Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
31.4%
% of IWY's 106 holdings also in LOWV
44.0%
% of LOWV's 80 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus LOWV)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in LOWV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 10.8% | 7.6% | 7.6% |
|
APPLE INC | 10.8% | 4.7% | 4.7% |
|
ALPHABET INC. CLASS C | 3.1% | 3.2% | 3.1% |
|
AMAZON.COM INC | 6.8% | 2.8% | 2.8% |
|
BROADCOM INC. | 3.5% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to LOWV
|
NVIDIA CORP | 7.7% |
|
APPLE INC | 6.2% |
|
AMAZON.COM INC | 4.0% |
|
ALPHABET INC. CLASS A | 3.6% |
|
TESLA MOTORS INC | 3.4% |
|
MICROSOFT CORP | 3.2% |
|
COSTCO WHOLESALE CORP | 2.2% |
|
META PLATFORMS INC | 2.1% |
|
NETFLIX INC | 2.0% |
|
ELI LILLY & CO | 1.7% |
IWY Underweight Relative to LOWV
|
FISERV, INC. | -2.3% |
|
PHILIP MORRIS INTERNATIONAL | -2.2% |
|
MCKESSON CORP | -1.8% |
|
GILEAD SCIENCES INC | -1.8% |
|
AMEREN CORPORATION | -1.6% |
|
JPMORGAN CHASE & CO | -1.6% |
|
AMERICAN ELECTRIC POWER | -1.5% |
|
UNITEDHEALTH GROUP INC | -1.4% |
|
AUTOZONE INC | -1.4% |
|
MARSH & MCLENNAN COS | -1.3% |