Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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76
Number of overlapping holdings
15.3%
% of EPS's 500 holdings also in WRND
38.0%
% of WRND's 206 holdings also in EPS
Overlap by Weight
Sector Drift (EPS minus WRND)
Overlapping Holdings
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| Company | Weight in EPS |
Weight in WRND |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 5.5% | 5.7% | 5.5% |
|
APPLE INC | 5.4% | 3.8% | 3.8% |
|
META PLATFORMS INC | 3.7% | 3.9% | 3.7% |
|
AMAZON.COM INC | 3.2% | 5.9% | 3.2% |
|
MICROSOFT CORP | 5.9% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
EPS Overweight Relative to WRND
|
MICROSOFT CORP | 2.9% |
|
JPMORGAN CHASE & CO | 2.6% |
|
NVIDIA CORP | 2.3% |
|
EXXON MOBIL CORP | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
APPLE INC | 1.6% |
|
BANK OF AMERICA CORP | 1.6% |
|
CHEVRON CORP | 1.2% |
|
WAL-MART STORES INC | 1.0% |
|
WELLS FARGO & CO | 0.9% |
EPS Underweight Relative to WRND
 |
SAMSUNG ELECTRONICS CO LTD | -2.8% |
|
MERCK & CO. INC. | -2.7% |
|
AMAZON.COM INC | -2.6% |
 |
ROCHE HOLDING AG-BR | -2.1% |
 |
VOLKSWAGEN AG-PFD | -1.9% |
 |
ASTRAZENECA PLC | -1.5% |
 |
TENCENT HOLDINGS LTD | -1.5% |
|
NOVARTIS AG | -1.1% |
|
PFIZER INC | -1.1% |
|
INTEL CORP | -1.1% |