Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
16.9%
% of IWL's 198 holdings also in CGDV
66.0%
% of CGDV's 56 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus CGDV)
Overlapping Holdings
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| Company | Weight in IWL |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.5% | 5.1% | 5.1% |
|
META PLATFORMS INC | 3.1% | 3.6% | 3.1% |
|
APPLE INC | 6.9% | 1.7% | 1.7% |
|
JPMORGAN CHASE & CO | 1.5% | 1.9% | 1.5% |
|
BROADCOM INC. | 1.5% | 7.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to CGDV
|
NVIDIA CORP | 5.2% |
|
APPLE INC | 5.2% |
|
AMAZON.COM INC | 3.8% |
|
MICROSOFT CORP | 3.4% |
|
ALPHABET INC. CLASS C | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
ELI LILLY & CO | 1.8% |
|
ALPHABET INC. CLASS A | 1.4% |
|
EXXON MOBIL CORP | 1.4% |
|
VISA INC. CLASS A | 1.2% |
IWL Underweight Relative to CGDV
|
BROADCOM INC. | -6.0% |
|
GENERAL ELECTRIC COMPANY | -5.2% |
|
RAYTHEON TECHNOLOGIES CORPORATION | -4.5% |
|
CARRIER GLOBAL CORP. | -3.6% |
|
AMERICAN INTERNATIONAL GROUP | -3.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.8% |
 |
BRITISH AMERICAN TOBACCO PLC | -2.6% |
|
LINDE PLC | -2.5% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -2.3% |
|
UNITED RENTALS INC | -2.2% |