Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
32.7%
% of EQWL's 101 holdings also in CHGX
33.7%
% of CHGX's 98 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus CHGX)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in CHGX |
Overlap | |
|---|---|---|---|---|
 |
SCHWAB (CHARLES) CORP | 1.1% | 1.2% | 1.1% |
|
AMGEN INC | 1.1% | 1.3% | 1.1% |
|
AMERICAN EXPRESS CO | 1.1% | 1.3% | 1.1% |
|
COLGATE-PALMOLIVE CO | 1.1% | 1.1% | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.1% | 1.3% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to CHGX
|
NEXTERA ENERGY GROUP | 1.3% |
|
3M CO | 1.2% |
|
GENERAL ELECTRIC COMPANY | 1.2% |
|
GOLDMAN SACHS GROUP INC | 1.2% |
|
RAYTHEON TECHNOLOGIES CORPORATION | 1.2% |
|
GENERAL MOTORS CO | 1.1% |
|
SOUTHERN CO | 1.1% |
|
MORGAN STANLEY | 1.1% |
|
PEPSICO INC | 1.1% |
|
CHEVRON CORP | 1.1% |
EQWL Underweight Relative to CHGX
|
S&P GLOBAL, INC. | -1.9% |
|
CIGNA CORPORATION | -1.4% |
|
CHUBB LIMITED | -1.3% |
|
BECTON DICKINSON AND CO | -1.2% |
|
SERVICEMASTER GLOBAL HOLDINGS INC | -1.2% |
|
STRYKER CORP | -1.2% |
|
HP INC. | -1.2% |
|
H&R BLOCK INC | -1.2% |
|
CME GROUP INC | -1.2% |
|
PAYCHEX INC | -1.2% |