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   

30

Number of overlapping holdings

19.1%

% of IWX's 158 holdings also in DIVL

76.9%

% of DIVL's 40 holdings also in IWX

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

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Company Weight
in IWX
Weight
in DIVL
Overlap
JPMORGAN CHASE & CO 4.5% 2.8% 2.8%
JOHNSON & JOHNSON 2.3% 2.9% 2.3%
EXXON MOBIL CORP 2.8% 2.2% 2.2%
BANK OF AMERICA CORP 1.8% 3.2% 1.8%
PROCTER & GAMBLE CO/THE 1.8% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to DIVL
BERKSHIRE HATHAWAY INC-CL B 5.5%
WAL-MART STORES INC 2.6%
PHILIP MORRIS INTERNATIONAL 1.7%
JPMORGAN CHASE & CO 1.7%
CISCO SYSTEMS INC 1.6%
UNITEDHEALTH GROUP INC 1.6%
WELLS FARGO & CO 1.5%
INTL BUSINESS MACHINES CORP 1.5%
LINDE PLC 1.4%
GE AEROSPACE 1.3%
IWX Underweight Relative to DIVL
AUTOMATIC DATA PROCESSING -4.3%
FASTENAL CO -4.2%
CME GROUP INC -3.4%
HONEYWELL INTERNATIONAL INC -3.2%
MORGAN STANLEY -3.1%
HOME DEPOT INC -3.1%
BLACKROCK INC -2.9%
QUEST DIAGNOSTICS -2.9%
AMERICAN TOWER CORP-CL A -2.8%
NEXTERA ENERGY GROUP -2.7%
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