Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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365
Number of overlapping holdings
73.9%
% of RWL's 496 holdings also in IUS
68.0%
% of IUS's 539 holdings also in RWL
Overlap by Weight
Sector Drift (RWL minus IUS)
Overlapping Holdings
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| Company | Weight in RWL |
Weight in IUS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 2.2% | 4.7% | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 3.4% | 2.1% |
|
AMAZON.COM INC | 3.4% | 2.0% | 2.0% |
|
EXXON MOBIL CORP | 2.0% | 2.4% | 2.0% |
|
MICROSOFT CORP | 1.4% | 2.5% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to IUS
|
WAL-MART STORES INC | 2.4% |
|
JPMORGAN CHASE & CO | 1.6% |
|
AMAZON.COM INC | 1.4% |
|
CENCORA INC | 1.3% |
|
MCKESSON CORP | 1.3% |
|
BANK OF AMERICA CORP | 1.1% |
|
CITIGROUP INC | 1.0% |
|
UNITEDHEALTH GROUP INC | 1.0% |
|
ALPHABET INC. CLASS C | 0.9% |
|
CVS CAREMARK CORP | 0.9% |
RWL Underweight Relative to IUS
|
APPLE INC | -2.5% |
|
ALPHABET INC. CLASS A | -2.4% |
|
META PLATFORMS INC | -1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.2% |
|
MICROSOFT CORP | -1.1% |
|
AT&T INC | -1.0% |
|
VISA INC. CLASS A | -0.6% |
|
CHEVRON CORP | -0.6% |
|
BROADCOM INC. | -0.5% |
|
CISCO SYSTEMS INC | -0.5% |