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
24
Number of overlapping holdings
48.0%
% of PWV's 50 holdings also in INEQ
24.0%
% of INEQ's 101 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus INEQ)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in INEQ |
Overlap | |
|---|---|---|---|---|
 |
HOME DEPOT INC | 3.4% | 4.6% | 3.4% |
|
BANK OF AMERICA CORP | 3.4% | 4.5% | 3.4% |
|
CHEVRON CORP | 3.4% | 4.1% | 3.4% |
|
EXXON MOBIL CORP | 3.2% | 4.2% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to INEQ
|
CISCO SYSTEMS INC | 3.5% |
|
ABBVIE INC | 3.4% |
|
PROCTER & GAMBLE CO/THE | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% |
|
TEXAS INSTRUMENTS INC | 3.3% |
|
JOHNSON & JOHNSON | 3.3% |
|
WELLS FARGO & CO | 3.2% |
|
GILEAD SCIENCES INC | 1.5% |
|
ENERGY TRANSFER, L.P. | 1.5% |
|
PFIZER INC | 1.5% |
PWV Underweight Relative to INEQ
|
BROADCOM INC. | -5.7% |
|
UNITEDHEALTH GROUP INC | -4.3% |
|
COCA-COLA CO/THE | -3.9% |
|
QUALCOMM INC | -3.5% |
|
PEPSICO INC | -3.3% |
|
COMCAST CORP-CL A | -2.1% |
|
CONOCOPHILLIPS | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
ANALOG DEVICES INC | -1.7% |
|
MARSH & MCLENNAN COS | -1.5% |