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   

78

Number of overlapping holdings

49.7%

% of IWX's 158 holdings also in EQWL

77.2%

% 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
WELLS FARGO & CO 1.6% 1.4% 1.4%
WALT DISNEY CO/THE 1.3% 1.2% 1.2%
BANK OF AMERICA CORP 1.9% 1.2% 1.2%
JPMORGAN CHASE & CO 4.2% 1.1% 1.1%
CISCO SYSTEMS INC 1.4% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to EQWL
BERKSHIRE HATHAWAY INC-CL B 4.2%
JPMORGAN CHASE & CO 3.1%
EXXON MOBIL CORP 2.1%
UNITEDHEALTH GROUP INC 2.1%
JOHNSON & JOHNSON 1.3%
WAL-MART STORES INC 1.3%
PROCTER & GAMBLE CO/THE 1.0%
S&P GLOBAL, INC. 1.0%
EATON CORP PLC 0.9%
BOSTON SCIENTIFIC CORP 0.8%
IWX Underweight Relative to EQWL
TESLA MOTORS INC -1.4%
NETFLIX INC -1.2%
BOOKING HOLDINGS INC. -1.2%
BANK OF NEW YORK MELLON CORP -1.1%
CHARTER COMMUNICATIONS, INC. CLASS A -1.1%
NVIDIA CORP -1.1%
ORACLE CORP -1.1%
AMAZON.COM INC -1.0%
SIMON PROPERTY GROUP INC -1.0%
VISA INC. CLASS A -1.0%
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