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
76
Number of overlapping holdings
48.4%
% of IWX's 158 holdings also in EQWL
75.2%
% of EQWL's 101 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus EQWL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IWX |
Weight in EQWL |
Overlap | |
|---|---|---|---|---|
 |
WAL-MART STORES INC | 2.6% | 1.2% | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.7% | 1.1% | 1.1% |
|
AT&T INC | 1.3% | 1.1% | 1.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% | 1.1% | 1.1% |
|
MCDONALD'S CORP | 1.4% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to EQWL
|
BERKSHIRE HATHAWAY INC-CL B | 5.1% |
|
JPMORGAN CHASE & CO | 3.2% |
|
EXXON MOBIL CORP | 2.0% |
|
UNITEDHEALTH GROUP INC | 1.5% |
|
WAL-MART STORES INC | 1.5% |
|
JOHNSON & JOHNSON | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.0% |
|
S&P GLOBAL, INC. | 0.9% |
|
BOSTON SCIENTIFIC CORP | 0.9% |
|
CHUBB LIMITED | 0.8% |
IWX Underweight Relative to EQWL
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.2% |
|
AMERICAN TOWER CORP-CL A | -1.1% |
|
COSTCO WHOLESALE CORP | -1.1% |
|
NETFLIX INC | -1.1% |
|
ELI LILLY & CO | -1.1% |
|
VISA INC. CLASS A | -1.0% |
|
INTUIT INC | -1.0% |
|
MASTERCARD INCORPORATED CLASS A | -1.0% |
|
BOOKING HOLDINGS INC. | -1.0% |
|
TESLA MOTORS INC | -1.0% |