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   

10

Number of overlapping holdings

20.4%

% of EQRR's 49 holdings also in IYM

25.6%

% of IYM's 39 holdings also in EQRR

Overlap by Weight
Sector Drift (EQRR minus IYM)
Overlapping Holdings

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Company Weight
in EQRR
Weight
in IYM
Overlap
FREEPORT-MCMORAN COPPER 2.3% 6.5% 2.3%
AVERY DENNISON CORP 2.0% 2.3% 2.0%
DOW, INC. 2.0% 4.6% 2.0%
LYONDELLBASELL INDU-CL A 1.9% 3.1% 1.9%
INTERNATIONAL PAPER CO 2.0% 1.9% 1.9%

Position Highlights (Non-Overlapping Exposures)
EQRR Overweight Relative to IYM
JPMORGAN CHASE & CO 3.3%
STATE STREET CORP 3.2%
BANK OF AMERICA CORP 3.2%
CITIZENS FINANCIAL GROUP, INC. 3.1%
RAYMOND JAMES FINANCIAL INC 3.1%
SCHLUMBERGER LTD 3.0%
HUNTINGTON BANCSHARES INC 2.9%
PHILLIPS 66 2.9%
SCHWAB (CHARLES) CORP 2.9%
PNC FINANCIAL SERVICES GROUP 2.8%
EQRR Underweight Relative to IYM
LINDE PLC -18.9%
AIR PRODUCTS & CHEMICALS INC -8.1%
NUCOR CORP -4.9%
ECOLAB INC -4.5%
NEWMONT MINING CORP -4.5%
FREEPORT-MCMORAN COPPER -4.2%
FASTENAL CO -3.8%
INTL FLAVORS & FRAGRANCES -3.3%
CF INDUSTRIES HOLDINGS INC -3.1%
DOW, INC. -2.7%
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