Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
106
Number of overlapping holdings
38.1%
% of SNPV's 279 holdings also in IWX
67.5%
% of IWX's 158 holdings also in SNPV
Overlap by Weight
Sector Drift (SNPV minus IWX)
Overlapping Holdings
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Company | Weight in SNPV |
Weight in IWX |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 4.4% | 4.0% | 4.0% | |
UNITEDHEALTH GROUP INC | 2.4% | 3.1% | 2.4% | |
WAL-MART STORES INC | 2.2% | 2.1% | 2.1% | |
PROCTER & GAMBLE CO/THE | 1.8% | 1.9% | 1.8% | |
BANK OF AMERICA CORP | 2.1% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SNPV Overweight Relative to IWX
MERCK & CO. INC. | 1.4% | |
HOME DEPOT INC | 1.2% | |
AMGEN INC | 1.1% | |
VISA INC. CLASS A | 1.0% | |
PEPSICO INC | 0.8% | |
MASTERCARD INCORPORATED CLASS A | 0.7% | |
SPDR® PORTFOLIO S&P 500 VALUE ETF | 0.7% | |
QUALCOMM INC | 0.6% | |
GOLDMAN SACHS GROUP INC | 0.4% | |
JPMORGAN CHASE & CO | 0.4% |
SNPV Underweight Relative to IWX
BERKSHIRE HATHAWAY INC-CL B | -5.4% | |
EXXON MOBIL CORP | -3.3% | |
JOHNSON & JOHNSON | -2.5% | |
WELLS FARGO & CO | -1.3% | |
PHILIP MORRIS INTERNATIONAL | -1.2% | |
VERIZON COMMUNICATIONS INC | -1.1% | |
TEXAS INSTRUMENTS INC | -1.1% | |
RTX CORP | -1.0% | |
CONOCOPHILLIPS | -0.8% | |
UNITEDHEALTH GROUP INC | -0.8% |