Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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119
Number of overlapping holdings
23.8%
% of SCHV's 527 holdings also in IWX
75.8%
% of IWX's 158 holdings also in SCHV
Overlap by Weight
Sector Drift (SCHV minus IWX)
Overlapping Holdings
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| Company | Weight in SCHV |
Weight in IWX |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.5% | 5.1% | 3.5% |
|
JPMORGAN CHASE & CO | 2.9% | 4.3% | 2.9% |
|
EXXON MOBIL CORP | 2.0% | 3.0% | 2.0% |
|
WAL-MART STORES INC | 1.7% | 2.6% | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.6% | 1.8% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to IWX
|
HOME DEPOT INC | 1.2% |
|
MERCK & CO. INC. | 1.1% |
|
ORACLE CORP | 1.1% |
|
QUALCOMM INC | 0.7% |
|
PEPSICO INC | 0.6% |
|
APPLIED MATERIALS INC | 0.5% |
|
BLACKSTONE GROUP LP/THE | 0.5% |
|
AUTOMATIC DATA PROCESSING | 0.5% |
|
AMGEN INC | 0.4% |
|
COCA-COLA CO/THE | 0.4% |
SCHV Underweight Relative to IWX
|
UNITEDHEALTH GROUP INC | -2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.6% |
 |
ACCENTURE PLC-CL A | -1.4% |
|
JPMORGAN CHASE & CO | -1.4% |
|
THERMO FISHER SCIENTIFIC INC | -1.3% |
 |
LINDE PLC | -1.3% |
|
EXXON MOBIL CORP | -1.0% |
|
DANAHER CORP | -1.0% |
|
S&P GLOBAL, INC. | -1.0% |
|
GE AEROSPACE | -0.9% |