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   

16

Number of overlapping holdings

11.0%

% of IWX's 147 holdings also in MOTG

23.2%

% of MOTG's 76 holdings also in IWX

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

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Company Weight
in IWX
Weight
in MOTG
Overlap
WELLS FARGO & CO 1.6% 1.3% 1.3%
COMCAST CORP-CL A 1.1% 1.8% 1.1%
RAYTHEON TECHNOLOGIES CORPORATION 1.1% 1.2% 1.1%
WALT DISNEY CO/THE 1.4% 1.1% 1.1%
PHILIP MORRIS INTERNATIONAL 1.1% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to MOTG
BERKSHIRE HATHAWAY INC-CL B 4.5%
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%
BANK OF AMERICA CORP 2.0%
WAL-MART STORES INC 1.9%
CISCO SYSTEMS INC 1.4%
IWX Underweight Relative to MOTG
ALPHABET INC. CLASS A -2.5%
TERADYNE INC -2.3%
TAIWAN SEMICONDUCTOR MANUFAC -2.3%
TYLER TECHNOLOGIES INC -2.2%
KAO CORP -2.2%
SAFRAN SA -2.2%
GLAXOSMITHKLINE PLC -2.2%
BANK OF NEW YORK MELLON CORP -2.2%
TRANSUNION -2.1%
WESTPAC BANKING CORP -2.1%
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