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   

72

Number of overlapping holdings

34.1%

% of IVW's 211 holdings also in IWY

68.6%

% of IWY's 106 holdings also in IVW

Overlap by Weight
Sector Drift (IVW minus IWY)
Overlapping Holdings

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Company Weight
in IVW
Weight
in IWY
Overlap
NVIDIA CORP 11.2% 9.4% 9.4%
MICROSOFT CORP 6.7% 11.3% 6.7%
APPLE INC 5.7% 10.4% 5.7%
META PLATFORMS INC 5.2% 4.2% 4.2%
AMAZON.COM INC 4.2% 6.5% 4.2%

Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to IWY
BERKSHIRE HATHAWAY INC-CL B 1.9%
NVIDIA CORP 1.9%
JPMORGAN CHASE & CO 1.6%
WAL-MART STORES INC 1.2%
PALANTIR TECHNOLOGIES INC. CLASS A 1.0%
META PLATFORMS INC 1.0%
INTL BUSINESS MACHINES CORP 0.9%
BOSTON SCIENTIFIC CORP 0.6%
PHILIP MORRIS INTERNATIONAL 0.6%
CATERPILLAR INC 0.5%
IVW Underweight Relative to IWY
APPLE INC -4.8%
MICROSOFT CORP -4.5%
AMAZON.COM INC -2.4%
MERCK & CO. INC. -1.0%
COCA-COLA CO/THE -0.8%
HOME DEPOT INC -0.7%
QUALCOMM INC -0.7%
PEPSICO INC -0.7%
ADOBE SYSTEMS INC -0.5%
ADVANCED MICRO DEVICES -0.5%
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