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   

86

Number of overlapping holdings

37.1%

% of IVW's 233 holdings also in IWY

81.9%

% 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
APPLE INC 12.4% 13.3% 12.4%
NVIDIA CORP 11.7% 12.4% 11.7%
MICROSOFT CORP 10.8% 12.1% 10.8%
AMAZON.COM INC 6.7% 7.4% 6.7%
META PLATFORMS INC 4.3% 4.8% 4.3%

Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to IWY
UNITEDHEALTH GROUP INC 0.6%
PALANTIR TECHNOLOGIES INC. CLASS A 0.5%
ACCENTURE PLC-CL A 0.4%
LINDE PLC 0.4%
CONOCOPHILLIPS 0.3%
EATON CORP PLC 0.3%
CATERPILLAR INC 0.3%
MCDONALD'S CORP 0.3%
THERMO FISHER SCIENTIFIC INC 0.3%
PHILIP MORRIS INTERNATIONAL 0.3%
IVW Underweight Relative to IWY
MICROSOFT CORP -1.3%
COSTCO WHOLESALE CORP -1.0%
APPLE INC -0.9%
HOME DEPOT INC -0.8%
AMAZON.COM INC -0.8%
NVIDIA CORP -0.8%
VISA INC. CLASS A -0.7%
MERCK & CO. INC. -0.6%
MASTERCARD INCORPORATED CLASS A -0.6%
META PLATFORMS INC -0.5%
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