Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
446
Number of overlapping holdings
53.7%
% of IWD's 872 holdings also in SCHV
92.7%
% of SCHV's 506 holdings also in IWD
Overlap by Weight
Sector Drift (IWD minus SCHV)
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 IWD |
Weight in SCHV |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.3% | 3.5% | 3.3% | |
JPMORGAN CHASE & CO | 2.5% | 2.7% | 2.5% | |
EXXON MOBIL CORP | 2.2% | 2.3% | 2.2% | |
JOHNSON & JOHNSON | 1.6% | 1.7% | 1.6% | |
PROCTER & GAMBLE CO/THE | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to SCHV
UNITEDHEALTH GROUP INC | 2.0% | |
LINDE PLC | 0.9% | |
ACCENTURE PLC-CL A | 0.9% | |
THERMO FISHER SCIENTIFIC INC | 0.9% | |
DANAHER CORP | 0.7% | |
S&P GLOBAL, INC. | 0.6% | |
GENERAL ELECTRIC COMPANY | 0.6% | |
BLACKROCK INC | 0.5% | |
REGENERON PHARMACEUTICALS | 0.4% | |
ELEVANCE HEALTH INC | 0.4% |
IWD Underweight Relative to SCHV
MERCK & CO. INC. | -1.4% | |
HOME DEPOT INC | -1.3% | |
ORACLE CORP | -1.0% | |
QUALCOMM INC | -0.9% | |
PEPSICO INC | -0.8% | |
APPLIED MATERIALS INC | -0.7% | |
COCA-COLA CO/THE | -0.7% | |
ABBVIE INC | -0.6% | |
AMGEN INC | -0.6% | |
UBER TECHNOLOGIES, INC. | -0.6% |