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   

87

Number of overlapping holdings

55.4%

% of IWX's 158 holdings also in DFLV

25.9%

% of DFLV's 347 holdings also in IWX

Overlap by Weight
Sector Drift (IWX minus DFLV)
Overlapping Holdings

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Company Weight
in IWX
Weight
in DFLV
Overlap
JPMORGAN CHASE & CO 4.2% 4.5% 4.2%
EXXON MOBIL CORP 3.1% 4.1% 3.1%
BERKSHIRE HATHAWAY INC-CL B 6.2% 2.7% 2.7%
UNITEDHEALTH GROUP INC 2.5% 2.3% 2.3%
JOHNSON & JOHNSON 2.5% 2.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to DFLV
BERKSHIRE HATHAWAY INC-CL B 3.5%
WAL-MART STORES INC 2.6%
PROCTER & GAMBLE CO/THE 2.0%
PHILIP MORRIS INTERNATIONAL 1.7%
INTL BUSINESS MACHINES CORP 1.4%
MCDONALD'S CORP 1.4%
ACCENTURE PLC-CL A 1.2%
ABBVIE INC 1.1%
GE AEROSPACE 1.0%
S&P GLOBAL, INC. 0.9%
IWX Underweight Relative to DFLV
EXXON MOBIL CORP -1.0%
KROGER CO -0.9%
CORNING INC -0.7%
HARTFORD FINANCIAL SVCS GRP -0.7%
DISCOVER FINANCIAL SERVICES -0.7%
BAKER HUGHES COMPANY CLASS A -0.6%
CUMMINS INC -0.6%
COGNIZANT TECH SOLUTIONS-A -0.6%
SALESFORCE.COM INC -0.6%
DR HORTON INC -0.6%
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