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   

604

Number of overlapping holdings

74.3%

% of IWD's 847 holdings also in STXV

87.5%

% of STXV's 693 holdings also in IWD

Overlap by Weight
Sector Drift (IWD minus STXV)
Overlapping Holdings

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Company Weight
in IWD
Weight
in STXV
Overlap
EXXON MOBIL CORP 2.4% 3.2% 2.4%
JPMORGAN CHASE & CO 2.2% 3.3% 2.2%
CHEVRON CORP 1.5% 2.3% 1.5%
JOHNSON & JOHNSON 2.0% 1.5% 1.5%
BERKSHIRE HATHAWAY INC-CL B 3.5% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to STXV
BERKSHIRE HATHAWAY INC-CL B 2.2%
LINDE PLC 0.9%
DANAHER CORP 0.9%
ABBOTT LABORATORIES 0.8%
PROCTER & GAMBLE CO/THE 0.8%
S&P GLOBAL, INC. 0.6%
MERCK & CO. INC. 0.5%
PROLOGIS INC 0.5%
ORACLE CORP 0.5%
BOEING CO 0.5%
IWD Underweight Relative to STXV
ABBVIE INC -1.4%
JPMORGAN CHASE & CO -1.1%
CHEVRON CORP -0.8%
EXXON MOBIL CORP -0.7%
HOME DEPOT INC -0.6%
UNITEDHEALTH GROUP INC -0.6%
AMGEN INC -0.5%
LOCKHEED MARTIN CORP -0.5%
BANK OF AMERICA CORP -0.5%
PFIZER INC -0.5%
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