Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
9.7%
% of IAI's 33 holdings also in CWS
12.5%
% of CWS's 26 holdings also in IAI
Overlap by Weight
Sector Drift (IAI minus CWS)
Overlapping Holdings
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| Company | Weight in IAI |
Weight in CWS |
Overlap | |
|---|---|---|---|---|
 |
INTERCONTINENTALEXCHANGE INC | 4.3% | 4.6% | 4.3% |
|
MOODY'S CORP | 4.5% | 3.9% | 3.9% |
|
FACTSET RESEARCH SYSTEMS INC | 2.0% | 3.6% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IAI Overweight Relative to CWS
|
GOLDMAN SACHS GROUP INC | 14.0% |
|
S&P GLOBAL, INC. | 12.7% |
|
MORGAN STANLEY | 11.8% |
|
SCHWAB (CHARLES) CORP | 6.6% |
|
CME GROUP INC | 4.6% |
|
COINBASE GLOBAL, INC. CLASS A | 4.5% |
|
MSCI INC-A | 4.3% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.1% |
|
NASDAQ OMX GROUP/THE | 3.8% |
|
LPL FINANCIAL HOLDINGS INC | 3.1% |
IAI Underweight Relative to CWS
|
ABBOTT LABORATORIES | -4.8% |
|
AMERICAN WATER WORKS CO INC | -4.7% |
|
CENCORA INC | -4.5% |
|
OTIS WORLDWIDE CORPORATION | -4.5% |
|
ROLLINS INC | -4.5% |
|
HEICO CORP | -4.4% |
|
BROADRIDGE FINANCIAL SOLUTIO | -4.3% |
|
HENRY SCHEIN INC | -4.3% |
|
FISERV, INC. | -4.2% |
|
STRYKER CORP | -4.1% |