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   

74

Number of overlapping holdings

51.0%

% of IWX's 147 holdings also in EQWL

73.3%

% of EQWL's 101 holdings also in IWX

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

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Company Weight
in IWX
Weight
in EQWL
Overlap
GENERAL ELECTRIC COMPANY 1.3% 1.2% 1.2%
NEXTERA ENERGY GROUP 1.2% 1.3% 1.2%
RAYTHEON TECHNOLOGIES CORPORATION 1.1% 1.2% 1.1%
BANK OF AMERICA CORP 2.0% 1.1% 1.1%
WAL-MART STORES INC 2.1% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to EQWL
BERKSHIRE HATHAWAY INC-CL B 4.5%
JPMORGAN CHASE & CO 3.2%
EXXON MOBIL CORP 2.8%
JOHNSON & JOHNSON 1.7%
PROCTER & GAMBLE CO/THE 1.3%
MICRON TECHNOLOGY INC 1.0%
EATON CORP PLC 1.0%
WAL-MART STORES INC 1.0%
CHEVRON CORP 1.0%
MERCK & CO. INC. 0.9%
IWX Underweight Relative to EQWL
NVIDIA CORP -1.2%
COSTCO WHOLESALE CORP -1.1%
APPLE INC -1.1%
BOOKING HOLDINGS INC. -1.1%
LOCKHEED MARTIN CORP -1.1%
BROADCOM INC. -1.1%
NETFLIX INC -1.1%
BANK OF NEW YORK MELLON CORP -1.0%
ELI LILLY & CO -1.0%
MICROSOFT CORP -1.0%
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