Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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146

Number of overlapping holdings

100.0%

% of IWX's 146 holdings also in IWD

18.0%

% of IWD's 846 holdings also in IWX

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

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Company Weight
in IWX
Weight
in IWD
Overlap
BERKSHIRE HATHAWAY INC-CL B 5.6% 3.5% 3.5%
JPMORGAN CHASE & CO 4.2% 2.6% 2.6%
EXXON MOBIL CORP 3.4% 2.1% 2.1%
JOHNSON & JOHNSON 2.8% 1.7% 1.7%
PROCTER & GAMBLE CO/THE 2.3% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to IWD
BERKSHIRE HATHAWAY INC-CL B 2.1%
JPMORGAN CHASE & CO 1.5%
EXXON MOBIL CORP 1.2%
JOHNSON & JOHNSON 1.0%
PROCTER & GAMBLE CO/THE 0.8%
CHEVRON CORP 0.7%
WAL-MART STORES INC 0.7%
MERCK & CO. INC. 0.7%
BANK OF AMERICA CORP 0.7%
WALT DISNEY CO/THE 0.6%
IWX Underweight Relative to IWD
PARKER HANNIFIN CORP -0.3%
PHILLIPS 66 -0.3%
PACCAR INC -0.3%
CONSTELLATION ENERGY CORPORATION -0.3%
MARVELL TECHNOLOGY, INC. -0.3%
TRANSDIGM GROUP INC -0.3%
WELLTOWER, INC. -0.2%
KKR & CO LP -0.2%
ARTHUR J GALLAGHER & CO -0.2%
DR HORTON INC -0.2%
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