Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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339
Number of overlapping holdings
68.1%
% of EPS's 500 holdings also in IUS
62.2%
% of IUS's 545 holdings also in EPS
Overlap by Weight
Sector Drift (EPS minus IUS)
Overlapping Holdings
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| Company | Weight in EPS |
Weight in IUS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.4% | 5.0% | 5.0% |
|
ALPHABET INC. CLASS A | 5.5% | 3.9% | 3.9% |
|
MICROSOFT CORP | 5.9% | 3.0% | 3.0% |
|
EXXON MOBIL CORP | 2.2% | 2.5% | 2.2% |
|
AMAZON.COM INC | 3.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
EPS Overweight Relative to IUS
|
MICROSOFT CORP | 2.9% |
|
NVIDIA CORP | 2.8% |
|
JPMORGAN CHASE & CO | 2.6% |
|
META PLATFORMS INC | 1.7% |
|
ALPHABET INC. CLASS A | 1.6% |
|
BANK OF AMERICA CORP | 1.6% |
|
AMAZON.COM INC | 1.3% |
|
WELLS FARGO & CO | 0.9% |
|
BROADCOM INC. | 0.8% |
|
CITIGROUP INC | 0.7% |
EPS Underweight Relative to IUS
|
BERKSHIRE HATHAWAY INC-CL B | -1.2% |
|
PFIZER INC | -0.8% |
|
CVS CAREMARK CORP | -0.7% |
|
UNITEDHEALTH GROUP INC | -0.7% |
|
CHEVRON CORP | -0.6% |
|
INTEL CORP | -0.5% |
|
GENERAL MOTORS CO | -0.5% |
|
COMCAST CORP-CL A | -0.5% |
 |
ACCENTURE PLC-CL A | -0.5% |
|
FORD MOTOR CO | -0.4% |