Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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132

Number of overlapping holdings

67.7%

% of IWL's 197 holdings also in USCA

42.2%

% of USCA's 313 holdings also in IWL

Overlap by Weight
Sector Drift (IWL minus USCA)
Overlapping Holdings

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Company Weight
in IWL
Weight
in USCA
Overlap
MICROSOFT CORP 8.8% 5.4% 5.4%
APPLE INC 8.9% 4.9% 4.9%
NVIDIA CORP 3.6% 4.8% 3.6%
ALPHABET INC. CLASS A 2.5% 2.7% 2.5%
META PLATFORMS INC 2.4% 3.0% 2.4%

Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to USCA
AMAZON.COM INC 4.1%
APPLE INC 3.9%
MICROSOFT CORP 3.4%
BERKSHIRE HATHAWAY INC-CL B 2.1%
EXXON MOBIL CORP 1.3%
PROCTER & GAMBLE CO/THE 1.1%
COSTCO WHOLESALE CORP 0.8%
PEPSICO INC 0.7%
COCA-COLA CO/THE 0.7%
LINDE PLC 0.6%
IWL Underweight Relative to USCA
NVIDIA CORP -1.2%
LINDE PLC -0.8%
META PLATFORMS INC -0.6%
TESLA MOTORS INC -0.6%
UNITEDHEALTH GROUP INC -0.4%
JPMORGAN CHASE & CO -0.4%
BROADCOM INC. -0.4%
VISA INC. CLASS A -0.4%
ELI LILLY & CO -0.3%
JOHNSON & JOHNSON -0.3%
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