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
OVERLAP
45%
OVERLAP
BY WEIGHT
387
# OF OVERLAPPING
HOLDINGS
IWR
816
HOLDINGS
51%
ALSO IN PTL
PTL
498
HOLDINGS
82%
ALSO IN IWR
SECTOR DRIFT (IWR minus PTL)
OVERLAPPING HOLDINGS
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| Company | Weight in IWR |
Weight in PTL |
Overlap | |
|---|---|---|---|---|
 |
KINDER MORGAN INC | 0.4% | 0.4% | 0.4% |
|
SIMON PROPERTY GROUP INC | 0.4% | 0.4% | 0.4% |
|
ONEOK INC | 0.4% | 0.4% | 0.4% |
|
VALERO ENERGY CORP | 0.4% | 0.6% | 0.4% |
|
COINBASE GLOBAL, INC. CLASS A | 0.7% | 0.4% | 0.4% |
IWR Overweight Relative to PTL
|
ROYAL CARIBBEAN CRUISES LTD | 0.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 0.6% |
|
HOWMET AEROSPACE INC. | 0.6% |
|
BANK OF NEW YORK MELLON CORP | 0.5% |
|
HILTON WORLDWIDE HOLDINGS, INC. | 0.5% |
|
ROBLOX CORP. CLASS A | 0.5% |
|
MARATHON PETROLEUM | 0.5% |
|
CLOUDFLARE INC CLASS A | 0.5% |
|
AXON ENTERPRISE INC | 0.4% |
|
PHILLIPS 66 | 0.4% |
IWR Underweight Relative to PTL
|
BROADCOM INC. | -6.5% |
|
EXXON MOBIL CORP | -3.6% |
|
HOME DEPOT INC | -2.6% |
 |
LINDE PLC | -1.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.4% |
|
INTUITIVE SURGICAL INC | -1.3% |
|
QUALCOMM INC | -1.3% |
|
PROGRESSIVE CORP | -1.2% |
|
CATERPILLAR INC | -1.2% |
|
NEXTERA ENERGY GROUP | -1.1% |