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   

603

Number of overlapping holdings

74.7%

% of IWD's 847 holdings also in STXV

87.6%

% 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
JPMORGAN CHASE & CO 2.7% 3.8% 2.7%
EXXON MOBIL CORP 2.4% 3.4% 2.4%
JOHNSON & JOHNSON 1.7% 1.7% 1.7%
WAL-MART STORES INC 1.3% 1.4% 1.3%
BERKSHIRE HATHAWAY INC-CL B 3.6% 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 0.8%
ABBOTT LABORATORIES 0.7%
S&P GLOBAL, INC. 0.6%
ADVANCED MICRO DEVICES 0.5%
ORACLE CORP 0.5%
BOSTON SCIENTIFIC CORP 0.5%
PROCTER & GAMBLE CO/THE 0.5%
EATON CORP PLC 0.5%
IWD Underweight Relative to STXV
ABBVIE INC -1.1%
JPMORGAN CHASE & CO -1.1%
EXXON MOBIL CORP -1.0%
HOME DEPOT INC -0.7%
CHEVRON CORP -0.6%
BANK OF AMERICA CORP -0.6%
LOCKHEED MARTIN CORP -0.6%
TARGET CORP -0.5%
WELLS FARGO & CO -0.4%
CRH PLC -0.4%
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