Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
17.2%
% of IWX's 147 holdings also in MOAT
46.3%
% of MOAT's 56 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus MOAT)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in MOAT |
Overlap | |
|---|---|---|---|---|
 |
WELLS FARGO & CO | 1.6% | 1.6% | 1.6% |
|
BANK OF AMERICA CORP | 2.0% | 1.4% | 1.4% |
|
WALT DISNEY CO/THE | 1.4% | 1.3% | 1.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.6% | 1.3% | 1.3% |
|
PFIZER INC | 1.2% | 2.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to MOAT
|
BERKSHIRE HATHAWAY INC-CL B | 4.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
EXXON MOBIL CORP | 3.9% |
|
JOHNSON & JOHNSON | 2.7% |
|
PROCTER & GAMBLE CO/THE | 2.3% |
|
CHEVRON CORP | 2.1% |
|
MERCK & CO. INC. | 2.0% |
|
WAL-MART STORES INC | 1.9% |
|
CISCO SYSTEMS INC | 1.4% |
 |
LINDE PLC | 1.4% |
IWX Underweight Relative to MOAT
|
ALPHABET INC. CLASS A | -3.1% |
|
INTL FLAVORS & FRAGRANCES | -3.0% |
|
TERADYNE INC | -2.9% |
|
CORTEVA INC | -2.8% |
|
TYLER TECHNOLOGIES INC | -2.8% |
|
TRANSUNION | -2.6% |
|
AGILENT TECHNOLOGIES INC | -2.6% |
 |
ALLEGION PLC | -2.5% |
|
CAMPBELL SOUP CO | -2.5% |
|
VEEVA SYSTEMS INC-CLASS A | -2.4% |