Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
73%

OVERLAP
BY WEIGHT
459

# OF OVERLAPPING
HOLDINGS
IWD
870
HOLDINGS
56%
ALSO IN SCHV
SCHV
526
HOLDINGS
92%
ALSO IN IWD
SECTOR DRIFT (IWD minus SCHV)
OVERLAPPING HOLDINGS

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Company Weight
in IWD
Weight
in SCHV
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.1% 3.5% 3.1%
JPMORGAN CHASE & CO 2.9% 3.2% 2.9%
EXXON MOBIL CORP 1.7% 1.9% 1.7%
JOHNSON & JOHNSON 1.5% 1.7% 1.5%
WAL-MART STORES INC 1.3% 1.6% 1.3%
IWD Overweight Relative to SCHV
AMAZON.COM INC 2.1%
ALPHABET INC. CLASS A 1.5%
ALPHABET INC. CLASS C 1.2%
META PLATFORMS INC 1.0%
UNITEDHEALTH GROUP INC 1.0%
LINDE PLC 0.8%
SALESFORCE.COM INC 0.7%
THERMO FISHER SCIENTIFIC INC 0.7%
BLACKROCK INC 0.6%
S&P GLOBAL, INC. 0.6%
IWD Underweight Relative to SCHV
ORACLE CORP -1.5%
ABBVIE INC -1.4%
HOME DEPOT INC -1.3%
COCA-COLA CO/THE -0.6%
AMPHENOL CORP-CL A -0.5%
BLACKSTONE GROUP LP/THE -0.5%
AMGEN INC -0.5%
AUTOMATIC DATA PROCESSING -0.5%
AMERICAN TOWER CORP-CL A -0.4%
TRANE TECHNOLOGIES PLC -0.4%
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