Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
26.7%
% of EQWL's 101 holdings also in MOAT
50.0%
% of MOAT's 56 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus MOAT)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in MOAT |
Overlap | |
|---|---|---|---|---|
 |
RAYTHEON TECHNOLOGIES CORPORATION | 1.2% | 2.9% | 1.2% |
|
SCHWAB (CHARLES) CORP | 1.1% | 2.8% | 1.1% |
|
PEPSICO INC | 1.1% | 1.3% | 1.1% |
|
WELLS FARGO & CO | 1.1% | 1.6% | 1.1% |
|
LOCKHEED MARTIN CORP | 1.1% | 1.3% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to MOAT
|
NEXTERA ENERGY GROUP | 1.3% |
|
3M CO | 1.2% |
|
GENERAL ELECTRIC COMPANY | 1.2% |
|
GOLDMAN SACHS GROUP INC | 1.2% |
|
GENERAL MOTORS CO | 1.1% |
|
SOUTHERN CO | 1.1% |
|
AMGEN INC | 1.1% |
|
MORGAN STANLEY | 1.1% |
|
CHEVRON CORP | 1.1% |
|
CITIGROUP INC | 1.1% |
EQWL Underweight Relative to MOAT
|
INTL FLAVORS & FRAGRANCES | -3.0% |
|
TERADYNE INC | -2.9% |
|
CORTEVA INC | -2.8% |
|
TYLER TECHNOLOGIES INC | -2.8% |
|
TRANSUNION | -2.6% |
|
AGILENT TECHNOLOGIES INC | -2.6% |
 |
ALLEGION PLC | -2.5% |
|
CAMPBELL SOUP CO | -2.5% |
|
ALPHABET INC. CLASS A | -2.4% |
|
VEEVA SYSTEMS INC-CLASS A | -2.4% |