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
30
Number of overlapping holdings
52.6%
% of CUT's 57 holdings also in WOOD
96.8%
% of WOOD's 34 holdings also in CUT
Overlap by Weight
Sector Drift (CUT minus WOOD)
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 CUT |
Weight in WOOD |
Overlap | |
|---|---|---|---|---|
 |
SMURFIT KAPPA GROUP PLC | 5.3% | 6.3% | 5.3% |
 |
INTERNATIONAL PAPER CO | 4.8% | 5.6% | 4.8% |
|
WEYERHAEUSER CO | 4.6% | 7.4% | 4.6% |
 |
UPM-KYMMENE OYJ | 5.3% | 4.4% | 4.4% |
 |
SUZANO PAPEL E CELULOSE SA | 4.4% | 7.5% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
CUT Overweight Relative to WOOD
|
PACKAGING CORP OF AMERICA | 5.2% |
|
AVERY DENNISON CORP | 4.9% |
|
AMCOR PLC | 4.8% |
|
GRAPHIC PACKAGING HOLDING CO | 3.9% |
 |
DS SMITH PLC | 3.2% |
 |
SIG COMBIBLOC GROUP LTD | 3.0% |
|
SONOCO PRODUCTS CO | 2.6% |
|
LOUISIANA-PACIFIC CORP | 2.2% |
|
SEALED AIR CORP | 2.1% |
|
HUHTAMAKI OYJ | 1.7% |
CUT Underweight Relative to WOOD
 |
SUMITOMO FORESTRY CO LTD | -4.1% |
 |
SVENSKA CELLULOSA AB-B SHS | -3.3% |
|
SUZANO PAPEL E CELULOSE SA | -3.1% |
|
WEYERHAEUSER CO | -2.9% |
|
KLABIN SA - UNIT | -2.7% |
|
POTLATCH CORP | -2.7% |
|
HOLMEN AB-B SHARES | -2.6% |
|
RAYONIER INC | -2.3% |
 |
WEST FRASER TIMBER CO LTD | -2.2% |
|
STORA ENSO OYJ-R SHS | -1.7% |