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
35%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
IWX
154
HOLDINGS
19%
ALSO IN BLCV
BLCV
59
HOLDINGS
53%
ALSO IN IWX
SECTOR DRIFT (IWX minus BLCV)
OVERLAPPING HOLDINGS
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| Company | Weight in IWX |
Weight in BLCV |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 8.3% | 8.0% | 8.0% |
|
APPLE INC | 8.4% | 5.8% | 5.8% |
|
MICROSOFT CORP | 5.6% | 7.1% | 5.6% |
|
JOHNSON & JOHNSON | 2.3% | 1.9% | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.5% | 2.4% | 1.5% |
IWX Overweight Relative to BLCV
|
BERKSHIRE HATHAWAY INC-CL B | 3.5% |
|
JPMORGAN CHASE & CO | 3.5% |
|
APPLE INC | 2.5% |
|
WAL-MART STORES INC | 1.7% |
|
CISCO SYSTEMS INC | 1.7% |
|
ABBVIE INC | 1.6% |
|
BANK OF AMERICA CORP | 1.4% |
|
GOLDMAN SACHS GROUP INC | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.1% |
|
COCA-COLA CO/THE | 1.1% |
IWX Underweight Relative to BLCV
 |
BRITISH AMERICAN TOB-SP ADR | -2.8% |
|
SCHWAB (CHARLES) CORP | -2.5% |
|
KEURIG DR PEPPER INC. | -2.4% |
|
CVS CAREMARK CORP | -2.3% |
|
PPG INDUSTRIES INC | -2.3% |
|
BAXTER INTERNATIONAL INC | -2.1% |
|
FEDEX CORP | -2.0% |
|
WELLS FARGO & CO | -2.0% |
|
EVERGY, INC. | -1.7% |
|
DTE ENERGY COMPANY | -1.6% |