Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

31

Number of overlapping holdings

24.8%

% of BTHM's 129 holdings also in IEDI

18.0%

% of IEDI's 178 holdings also in BTHM

Overlap by Weight
Sector Drift (BTHM minus IEDI)
Overlapping Holdings

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in BTHM
Weight
in IEDI
Overlap
AMAZON.COM INC 3.8% 8.4% 3.8%
TJX COMPANIES INC 3.4% 4.7% 3.4%
WAL-MART STORES INC 3.4% 8.0% 3.4%
LOWE'S COS INC 3.2% 4.2% 3.2%
COSTCO WHOLESALE CORP 2.8% 8.7% 2.8%

Position Highlights (Non-Overlapping Exposures)
BTHM Overweight Relative to IEDI
NVIDIA CORP 8.2%
MICROSOFT CORP 6.8%
APPLE INC 5.2%
PROCTER & GAMBLE CO/THE 2.7%
PURE STORAGE, INC. CLASS A 2.6%
BERKSHIRE HATHAWAY INC-CL B 2.5%
AMPHENOL CORP-CL A 2.1%
BROADCOM INC. 2.0%
BOSTON SCIENTIFIC CORP 1.9%
CHECK POINT SOFTWARE TECH 1.8%
BTHM Underweight Relative to IEDI
HOME DEPOT INC -11.3%
COSTCO WHOLESALE CORP -5.9%
WAL-MART STORES INC -4.6%
AMAZON.COM INC -4.5%
CHIPOTLE MEXICAN GRILL-CL A -2.8%
O'REILLY AUTOMOTIVE INC -1.9%
STARBUCKS CORP -1.9%
MCDONALD'S CORP -1.9%
TARGET CORP -1.6%
TJX COMPANIES INC -1.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY