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
311
Number of overlapping holdings
62.8%
% of CFA's 504 holdings also in IWR
41.2%
% of IWR's 806 holdings also in CFA
Overlap by Weight
Sector Drift (CFA minus IWR)
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 CFA |
Weight in IWR |
Overlap | |
|---|---|---|---|---|
 |
YUM! BRANDS INC | 0.4% | 0.4% | 0.4% |
|
KINDER MORGAN INC | 0.4% | 0.5% | 0.4% |
|
BANK OF NEW YORK MELLON CORP | 0.4% | 0.5% | 0.4% |
|
WILLIAMS COS INC | 0.3% | 0.6% | 0.3% |
|
CHENIERE ENERGY INC | 0.3% | 0.5% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to IWR
|
T-MOBILE US, INC. | 0.5% |
|
VISA INC. CLASS A | 0.4% |
|
REPUBLIC SERVICES INC | 0.4% |
|
COCA-COLA CO/THE | 0.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.4% |
|
PHILIP MORRIS INTERNATIONAL | 0.4% |
|
AUTOMATIC DATA PROCESSING | 0.4% |
|
FISERV, INC. | 0.4% |
|
BOSTON SCIENTIFIC CORP | 0.4% |
|
ILLINOIS TOOL WORKS | 0.4% |
CFA Underweight Relative to IWR
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.0% |
|
MICROSTRATEGY INC-CL A | -0.8% |
|
DIGITAL REALTY TRUST INC | -0.5% |
|
APPLOVIN CORP. CLASS A | -0.5% |
|
SIMON PROPERTY GROUP INC | -0.5% |
|
REALTY INCOME CORP | -0.4% |
|
ARTHUR J GALLAGHER & CO | -0.4% |
|
DISCOVER FINANCIAL SERVICES | -0.4% |
|
CROWN CASTLE INTL CORP | -0.4% |
|
HOWMET AEROSPACE INC. | -0.4% |