Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
17.8%
% of IWX's 158 holdings also in AIVL
30.4%
% of AIVL's 100 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus AIVL)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in AIVL |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.1% | 1.9% | 1.9% |
|
PHILIP MORRIS INTERNATIONAL | 1.7% | 2.1% | 1.7% |
|
BANK OF AMERICA CORP | 1.6% | 2.7% | 1.6% |
|
ABBOTT LABORATORIES | 1.5% | 4.2% | 1.5% |
|
WELLS FARGO & CO | 1.4% | 3.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to AIVL
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
WAL-MART STORES INC | 2.6% |
|
UNITEDHEALTH GROUP INC | 2.5% |
|
JOHNSON & JOHNSON | 2.5% |
|
PROCTER & GAMBLE CO/THE | 2.0% |
|
CHEVRON CORP | 1.5% |
|
INTL BUSINESS MACHINES CORP | 1.4% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.4% |
IWX Underweight Relative to AIVL
|
SIRIUS XM HOLDINGS INC | -9.4% |
|
WILLIAMS COS INC | -5.8% |
|
INTERCONTINENTALEXCHANGE INC | -4.5% |
|
NASDAQ OMX GROUP/THE | -4.0% |
|
AMERICAN INTERNATIONAL GROUP | -3.5% |
|
NISOURCE INC | -3.3% |
 |
MEDTRONIC PLC | -2.9% |
|
ROPER TECHNOLOGIES, INC. | -2.8% |
|
3M CO | -2.8% |
|
ABBOTT LABORATORIES | -2.7% |