Fund Overlap

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


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315

Number of overlapping holdings

63.1%

% of CFA's 503 holdings also in IWR

40.8%

% of IWR's 812 holdings also in CFA

Overlap by Weight
Sector Drift (CFA minus IWR)
Overlapping Holdings

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Company Weight
in CFA
Weight
in IWR
Overlap
AMERISOURCEBERGEN CORP 0.4% 0.4% 0.4%
REPUBLIC SERVICES INC 0.4% 0.4% 0.4%
YUM! BRANDS INC 0.3% 0.4% 0.3%
CINTAS CORP 0.3% 0.5% 0.3%
HILTON WORLDWIDE HOLDINGS, INC. 0.3% 0.5% 0.3%

Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to IWR
COCA-COLA CO/THE 0.4%
WASTE MANAGEMENT INC 0.4%
MCDONALD'S CORP 0.4%
WAL-MART STORES INC 0.4%
GENERAL DYNAMICS CORP 0.3%
INTL BUSINESS MACHINES CORP 0.3%
COLGATE-PALMOLIVE CO 0.3%
BERKSHIRE HATHAWAY INC-CL B 0.3%
PROCTER & GAMBLE CO/THE 0.3%
VISA INC. CLASS A 0.3%
CFA Underweight Relative to IWR
CROWDSTRIKE HOLDINGS, INC. CLASS A -0.6%
KKR & CO LP -0.6%
MARVELL TECHNOLOGY, INC. -0.5%
WELLTOWER, INC. -0.5%
SIMON PROPERTY GROUP INC -0.4%
REALTY INCOME CORP -0.4%
PHILLIPS 66 -0.4%
PALANTIR TECHNOLOGIES INC. CLASS A -0.4%
PARKER HANNIFIN CORP -0.4%
BLOCK INC. -0.4%
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