Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |