Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
44.0%
% of PWV's 52 holdings also in INEQ
22.0%
% 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 | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 3.4% | 3.9% | 3.4% |
|
BANK OF AMERICA CORP | 3.3% | 4.5% | 3.3% |
|
CHEVRON CORP | 3.2% | 4.1% | 3.2% |
|
EXXON MOBIL CORP | 3.2% | 4.2% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.6% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to INEQ
|
ABBOTT LABORATORIES | 3.5% |
|
PROCTER & GAMBLE CO/THE | 3.5% |
|
JOHNSON & JOHNSON | 3.4% |
|
ABBVIE INC | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
TEXAS INSTRUMENTS INC | 3.2% |
|
WELLS FARGO & CO | 3.2% |
|
JPMORGAN CHASE & CO | 3.1% |
|
CHUBB LIMITED | 1.5% |
|
DR HORTON INC | 1.5% |
PWV Underweight Relative to INEQ
|
BROADCOM INC. | -5.7% |
|
HOME DEPOT INC | -4.6% |
|
UNITEDHEALTH GROUP INC | -4.3% |
|
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% |