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
24
Number of overlapping holdings
7.4%
% of EFIV's 323 holdings also in DJIA
80.0%
% of DJIA's 31 holdings also in EFIV
Overlap by Weight
Sector Drift (EFIV minus DJIA)
Overlapping Holdings
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| Company | Weight in EFIV |
Weight in DJIA |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.7% | 7.2% | 7.2% |
|
APPLE INC | 8.4% | 3.2% | 3.2% |
|
JPMORGAN CHASE & CO | 1.8% | 3.4% | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.5% | 8.9% | 1.5% |
|
VISA INC. CLASS A | 1.4% | 4.9% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
EFIV Overweight Relative to DJIA
|
NVIDIA CORP | 7.0% |
|
APPLE INC | 5.2% |
|
ALPHABET INC. CLASS A | 3.1% |
|
ALPHABET INC. CLASS C | 2.7% |
|
MICROSOFT CORP | 2.6% |
|
ELI LILLY & CO | 1.9% |
|
EXXON MOBIL CORP | 1.7% |
|
TESLA MOTORS INC | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
COSTCO WHOLESALE CORP | 1.1% |
EFIV Underweight Relative to DJIA
|
GOLDMAN SACHS GROUP INC | -7.4% |
|
UNITEDHEALTH GROUP INC | -7.4% |
|
CATERPILLAR INC | -5.6% |
|
HOME DEPOT INC | -4.9% |
|
AMGEN INC | -4.8% |
|
MCDONALD'S CORP | -4.1% |
|
SALESFORCE.COM INC | -3.9% |
|
AMERICAN EXPRESS CO | -3.8% |
|
TRAVELERS COS INC/THE | -3.6% |
|
HONEYWELL INTERNATIONAL INC | -3.5% |