Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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176
Number of overlapping holdings
35.8%
% of RWL's 493 holdings also in PALC
98.3%
% of PALC's 179 holdings also in RWL
Overlap by Weight
Sector Drift (RWL minus PALC)
Overlapping Holdings
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| Company | Weight in RWL |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 2.5% | 2.1% |
|
EXXON MOBIL CORP | 1.9% | 2.2% | 1.9% |
|
JPMORGAN CHASE & CO | 1.7% | 5.5% | 1.7% |
|
MCKESSON CORP | 1.9% | 1.3% | 1.3% |
|
BANK OF AMERICA CORP | 1.2% | 4.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to PALC
|
WAL-MART STORES INC | 4.3% |
|
AMAZON.COM INC | 4.1% |
|
APPLE INC | 2.4% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
COSTCO WHOLESALE CORP | 1.5% |
|
MICROSOFT CORP | 1.4% |
|
AMERISOURCEBERGEN CORP | 1.2% |
|
ALPHABET INC. CLASS C | 1.1% |
|
ALPHABET INC. CLASS A | 1.1% |
|
CARDINAL HEALTH INC | 1.1% |
RWL Underweight Relative to PALC
|
TESLA MOTORS INC | -4.3% |
|
JPMORGAN CHASE & CO | -3.8% |
|
BANK OF AMERICA CORP | -3.3% |
|
WELLS FARGO & CO | -2.8% |
|
MCDONALD'S CORP | -2.2% |
|
PHILIP MORRIS INTERNATIONAL | -1.7% |
|
ORACLE CORP | -1.6% |
|
AMGEN INC | -1.4% |
|
AT&T INC | -1.3% |
|
CITIGROUP INC | -1.3% |