Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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60
Number of overlapping holdings
30.8%
% of IWL's 198 holdings also in SPMV
75.0%
% of SPMV's 80 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus SPMV)
Overlapping Holdings
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Company | Weight in IWL |
Weight in SPMV |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 4.5% | 3.1% | 3.1% | |
MICROSOFT CORP | 8.5% | 3.0% | 3.0% | |
NVIDIA CORP | 5.2% | 2.3% | 2.3% | |
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 3.1% | 2.1% | |
APPLE INC | 6.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to SPMV
MICROSOFT CORP | 5.5% | |
APPLE INC | 5.1% | |
NVIDIA CORP | 2.9% | |
ALPHABET INC. CLASS A | 2.6% | |
META PLATFORMS INC | 2.4% | |
ALPHABET INC. CLASS C | 1.7% | |
AMAZON.COM INC | 1.5% | |
UNITEDHEALTH GROUP INC | 1.3% | |
VISA INC. CLASS A | 1.2% | |
TESLA MOTORS INC | 1.2% |
IWL Underweight Relative to SPMV
NEXTERA ENERGY GROUP | -3.2% | |
PROGRESSIVE CORP | -3.0% | |
MARSH & MCLENNAN COS | -2.7% | |
MONDELEZ INTERNATIONAL INC-A | -2.6% | |
CHUBB LIMITED | -2.5% | |
ORACLE CORP | -2.1% | |
PROCTER & GAMBLE CO/THE | -2.0% | |
ARTHUR J GALLAGHER & CO | -1.9% | |
T-MOBILE US, INC. | -1.8% | |
GENERAL MILLS INC | -1.8% |