Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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197
Number of overlapping holdings
36.1%
% of IUS's 545 holdings also in RAFE
82.8%
% of RAFE's 245 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus RAFE)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in RAFE |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.0% | 5.0% | 5.0% |
|
MICROSOFT CORP | 3.0% | 5.5% | 3.0% |
|
META PLATFORMS INC | 2.0% | 3.2% | 2.0% |
|
UNITEDHEALTH GROUP INC | 1.6% | 1.3% | 1.3% |
|
AT&T INC | 1.2% | 1.7% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to RAFE
|
ALPHABET INC. CLASS A | 3.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.9% |
|
EXXON MOBIL CORP | 2.5% |
|
AMAZON.COM INC | 2.0% |
|
CHEVRON CORP | 1.7% |
|
WAL-MART STORES INC | 1.1% |
|
CONOCOPHILLIPS | 0.7% |
|
MARATHON PETROLEUM | 0.7% |
|
COSTCO WHOLESALE CORP | 0.7% |
|
VERIZON COMMUNICATIONS INC | 0.7% |
IUS Underweight Relative to RAFE
|
JPMORGAN CHASE & CO | -3.0% |
|
CITIGROUP INC | -2.6% |
|
MICROSOFT CORP | -2.5% |
|
WELLS FARGO & CO | -2.3% |
|
INTEL CORP | -1.9% |
|
BANK OF AMERICA CORP | -1.8% |
|
QUALCOMM INC | -1.6% |
|
JOHNSON & JOHNSON | -1.5% |
|
PROCTER & GAMBLE CO/THE | -1.4% |
|
META PLATFORMS INC | -1.2% |