Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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114
Number of overlapping holdings
23.2%
% of RWL's 493 holdings also in ULVM
92.7%
% of ULVM's 126 holdings also in RWL
Overlap by Weight
Sector Drift (RWL minus ULVM)
Overlapping Holdings
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| Company | Weight in RWL |
Weight in ULVM |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 1.7% | 1.7% |
|
AMERISOURCEBERGEN CORP | 1.5% | 1.2% | 1.2% |
|
JPMORGAN CHASE & CO | 1.7% | 1.2% | 1.2% |
|
MCKESSON CORP | 1.9% | 1.2% | 1.2% |
|
COSTCO WHOLESALE CORP | 1.5% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to ULVM
|
WAL-MART STORES INC | 4.3% |
|
AMAZON.COM INC | 4.1% |
|
APPLE INC | 2.4% |
|
EXXON MOBIL CORP | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
MICROSOFT CORP | 1.4% |
|
CHEVRON CORP | 1.2% |
|
ALPHABET INC. CLASS C | 1.1% |
|
CVS CAREMARK CORP | 1.1% |
|
TESLA MOTORS INC | 1.0% |
RWL Underweight Relative to ULVM
|
LOEWS CORP | -1.3% |
|
SS&C TECHNOLOGIES HOLDINGS | -1.3% |
|
REGENERON PHARMACEUTICALS | -1.2% |
|
HARTFORD FINANCIAL SVCS GRP | -1.1% |
|
FISERV, INC. | -1.1% |
|
DUKE ENERGY CORP | -1.1% |
|
LYONDELLBASELL INDU-CL A | -1.1% |
|
COGNIZANT TECH SOLUTIONS-A | -1.0% |
|
CONSOLIDATED EDISON INC | -1.0% |
|
PACKAGING CORP OF AMERICA | -1.0% |