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
7
Number of overlapping holdings
14.0%
% of PWV's 50 holdings also in AGQI
21.9%
% of AGQI's 36 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus AGQI)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in AGQI |
Overlap | |
|---|---|---|---|---|
 |
PROCTER & GAMBLE CO/THE | 3.6% | 4.0% | 3.6% |
|
CHEVRON CORP | 3.2% | 3.5% | 3.2% |
|
JOHNSON & JOHNSON | 3.5% | 3.1% | 3.1% |
|
HOME DEPOT INC | 3.3% | 3.0% | 3.0% |
|
BANK OF AMERICA CORP | 3.1% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to AGQI
|
PHILIP MORRIS INTERNATIONAL | 3.8% |
|
EXXON MOBIL CORP | 3.6% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% |
|
CISCO SYSTEMS INC | 3.2% |
|
WELLS FARGO & CO | 3.1% |
|
QUALCOMM INC | 3.1% |
|
ABBVIE INC | 3.1% |
|
MORGAN STANLEY | 3.1% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
PWV Underweight Relative to AGQI
 |
REED ELSEVIER PLC | -4.7% |
|
COCA-COLA CO/THE | -4.5% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -4.4% |
 |
SONY CORP | -4.3% |
|
BAE SYSTEMS PLC | -4.3% |
|
MICROSOFT CORP | -4.1% |
 |
NORDEA BANK ABP | -4.0% |
 |
CARLSBERG AS-B | -3.9% |
 |
UNILEVER NV-CVA | -3.9% |
|
VERIZON COMMUNICATIONS INC | -3.4% |