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   

73

Number of overlapping holdings

14.8%

% of EPS's 500 holdings also in WRND

37.1%

% 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%
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