Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
18.1%
% of IWY's 106 holdings also in USMC
76.0%
% of USMC's 26 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus USMC)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in USMC |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 13.0% | 7.1% | 7.1% |
|
MICROSOFT CORP | 11.9% | 6.1% | 6.1% |
|
META PLATFORMS INC | 5.2% | 4.7% | 4.7% |
|
NVIDIA CORP | 12.2% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to USMC
|
NVIDIA CORP | 7.8% |
|
APPLE INC | 5.9% |
|
MICROSOFT CORP | 5.8% |
|
AMAZON.COM INC | 4.1% |
|
ALPHABET INC. CLASS C | 3.6% |
|
SALESFORCE.COM INC | 1.0% |
|
ORACLE CORP | 0.9% |
|
SERVICENOW INC | 0.8% |
|
INTUITIVE SURGICAL INC | 0.7% |
|
ADOBE SYSTEMS INC | 0.7% |
IWY Underweight Relative to USMC
|
BERKSHIRE HATHAWAY INC-CL B | -4.7% |
|
JPMORGAN CHASE & CO | -4.5% |
|
PROCTER & GAMBLE CO/THE | -4.0% |
|
NETFLIX INC | -4.0% |
|
EXXON MOBIL CORP | -4.0% |
|
UNITEDHEALTH GROUP INC | -3.4% |
|
WAL-MART STORES INC | -3.3% |
|
MASTERCARD INCORPORATED CLASS A | -3.1% |
|
VISA INC. CLASS A | -2.9% |
|
BANK OF AMERICA CORP | -2.8% |