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
376
Number of overlapping holdings
69.1%
% of IUS's 545 holdings also in RWL
75.4%
% of RWL's 500 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus RWL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IUS |
Weight in RWL |
Overlap | |
---|---|---|---|---|
APPLE INC | 3.6% | 2.2% | 2.2% | |
EXXON MOBIL CORP | 2.5% | 2.2% | 2.2% | |
AMAZON.COM INC | 2.2% | 3.4% | 2.2% | |
MICROSOFT CORP | 3.0% | 1.3% | 1.3% | |
CHEVRON CORP | 1.5% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to RWL
ALPHABET INC. CLASS A | 3.0% | |
META PLATFORMS INC | 2.8% | |
MICROSOFT CORP | 1.7% | |
APPLE INC | 1.3% | |
BROADCOM INC. | 0.7% | |
DELL TECHNOLOGIES INC CLASS C | 0.6% | |
CONOCOPHILLIPS | 0.5% | |
INTEL CORP | 0.5% | |
NVIDIA CORP | 0.5% | |
VISA INC. CLASS A | 0.5% |
IUS Underweight Relative to RWL
WAL-MART STORES INC | -2.8% | |
BERKSHIRE HATHAWAY INC-CL B | -1.5% | |
JPMORGAN CHASE & CO | -1.4% | |
AMAZON.COM INC | -1.3% | |
AMERISOURCEBERGEN CORP | -1.2% | |
UNITEDHEALTH GROUP INC | -1.1% | |
BANK OF AMERICA CORP | -1.1% | |
MCKESSON CORP | -1.1% | |
ALPHABET INC. CLASS C | -1.1% | |
CVS CAREMARK CORP | -1.0% |