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
320
Number of overlapping holdings
48.3%
% of IWS's 711 holdings also in PTL
67.9%
% of PTL's 498 holdings also in IWS
Overlap by Weight
Sector Drift (IWS minus PTL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IWS |
Weight in PTL |
Overlap | |
|---|---|---|---|---|
 |
AFLAC INC | 0.7% | 0.4% | 0.4% |
|
KINDER MORGAN INC | 0.6% | 0.4% | 0.4% |
|
SIMON PROPERTY GROUP INC | 0.5% | 0.4% | 0.4% |
|
ONEOK INC | 0.7% | 0.4% | 0.4% |
|
MICROSTRATEGY INC-CL A | 0.6% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
IWS Overweight Relative to PTL
|
ARTHUR J GALLAGHER & CO | 0.9% |
|
WILLIAMS COS INC | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 0.7% |
|
HOWMET AEROSPACE INC. | 0.6% |
|
REALTY INCOME CORP | 0.6% |
|
ALLSTATE CORP | 0.5% |
|
CUMMINS INC | 0.5% |
|
KROGER CO | 0.5% |
|
CORTEVA INC | 0.5% |
|
DISCOVER FINANCIAL SERVICES | 0.5% |
IWS 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% |