Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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85
Number of overlapping holdings
16.2%
% of VYM's 544 holdings also in IWX
54.1%
% of IWX's 158 holdings also in VYM
Overlap by Weight
Sector Drift (VYM minus IWX)
Overlapping Holdings
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| Company | Weight in VYM |
Weight in IWX |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.0% | 4.3% | 4.0% |
|
EXXON MOBIL CORP | 2.8% | 3.0% | 2.8% |
|
WAL-MART STORES INC | 2.3% | 2.6% | 2.3% |
|
JOHNSON & JOHNSON | 2.0% | 2.2% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 2.2% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to IWX
|
BROADCOM INC. | 5.9% |
|
HOME DEPOT INC | 1.7% |
|
MERCK & CO. INC. | 1.4% |
|
QUALCOMM INC | 0.9% |
|
PEPSICO INC | 0.9% |
|
COCA-COLA CO/THE | 0.7% |
|
BLACKSTONE GROUP LP/THE | 0.7% |
|
ABBVIE INC | 0.7% |
|
PROGRESSIVE CORP | 0.7% |
|
AUTOMATIC DATA PROCESSING | 0.6% |
VYM Underweight Relative to IWX
|
BERKSHIRE HATHAWAY INC-CL B | -5.1% |
|
UNITEDHEALTH GROUP INC | -2.8% |
 |
ACCENTURE PLC-CL A | -1.4% |
|
THERMO FISHER SCIENTIFIC INC | -1.3% |
 |
LINDE PLC | -1.3% |
|
WALT DISNEY CO/THE | -1.3% |
|
DANAHER CORP | -1.0% |
|
S&P GLOBAL, INC. | -1.0% |
|
GE AEROSPACE | -0.9% |
|
BOSTON SCIENTIFIC CORP | -0.9% |