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   

12

Number of overlapping holdings

10.5%

% of IGE's 120 holdings also in EQRR

24.5%

% of EQRR's 49 holdings also in IGE

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

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Company Weight
in IGE
Weight
in EQRR
Overlap
SCHLUMBERGER LTD 2.9% 3.0% 2.9%
MARATHON PETROLEUM 2.5% 2.7% 2.5%
VALERO ENERGY CORP 2.2% 2.7% 2.2%
PHILLIPS 66 2.2% 2.9% 2.2%
FREEPORT-MCMORAN COPPER 2.2% 2.3% 2.2%

Position Highlights (Non-Overlapping Exposures)
IGE Overweight Relative to EQRR
CHEVRON CORP 10.3%
EXXON MOBIL CORP 10.0%
CONOCOPHILLIPS 4.3%
ENBRIDGE INC 3.4%
EOG RESOURCES, INC. 3.4%
CANADIAN NATURAL RESOURCES 2.8%
PIONEER NATURAL RESOURCES CO 2.5%
OCCIDENTAL PETROLEUM CORP 2.1%
TRANSCANADA CORP 2.0%
SUNCOR ENERGY INC 2.0%
IGE Underweight Relative to EQRR
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%
HUNTINGTON BANCSHARES INC -2.9%
SCHWAB (CHARLES) CORP -2.9%
PNC FINANCIAL SERVICES GROUP -2.8%
TRUIST FINANCIAL CORPORATION -2.7%
M & T BANK CORP -2.5%
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