Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
27.7%
% of EQWL's 101 holdings also in SHRY
56.0%
% of SHRY's 51 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus SHRY)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in SHRY |
Overlap | |
|---|---|---|---|---|
 |
3M CO | 1.2% | 2.0% | 1.2% |
|
LOCKHEED MARTIN CORP | 1.1% | 3.0% | 1.1% |
|
GENERAL DYNAMICS CORP | 1.1% | 1.8% | 1.1% |
|
CATERPILLAR INC | 1.1% | 1.7% | 1.1% |
|
COCA-COLA CO/THE | 1.0% | 1.3% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to SHRY
|
CONOCOPHILLIPS | 1.2% |
|
RAYTHEON TECHNOLOGIES CORPORATION | 1.1% |
|
NEXTERA ENERGY GROUP | 1.1% |
|
GENERAL ELECTRIC COMPANY | 1.1% |
|
EXXON MOBIL CORP | 1.1% |
|
SCHWAB (CHARLES) CORP | 1.1% |
|
KRAFT HEINZ COMPANY | 1.1% |
|
FEDEX CORP | 1.1% |
|
GENERAL MOTORS CO | 1.1% |
|
PEPSICO INC | 1.1% |
EQWL Underweight Relative to SHRY
|
PRINCIPAL FINANCIAL GROUP | -4.5% |
|
ALTRIA GROUP INC | -3.9% |
|
HP INC. | -3.7% |
|
EOG RESOURCES, INC. | -3.6% |
|
AMERIPRISE FINANCIAL INC | -3.6% |
|
DELL TECHNOLOGIES INC CLASS C | -3.5% |
|
PRUDENTIAL FINANCIAL INC | -3.3% |
|
AFLAC INC | -3.3% |
|
GENERAL MILLS INC | -2.6% |
|
COMCAST CORP-CL A | -2.4% |