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
OVERLAP
40%
OVERLAP
BY WEIGHT
38
# OF OVERLAPPING
HOLDINGS
IWX
154
HOLDINGS
25%
ALSO IN MTUM
MTUM
125
HOLDINGS
31%
ALSO IN IWX
SECTOR DRIFT (IWX minus MTUM)
OVERLAPPING HOLDINGS
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| Company | Weight in IWX |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 5.4% | 7.2% | 5.4% |
|
INTEL CORP | 2.5% | 5.3% | 2.5% |
|
EXXON MOBIL CORP | 2.5% | 3.0% | 2.5% |
|
ALPHABET INC. CLASS A | 3.2% | 2.4% | 2.4% |
|
JOHNSON & JOHNSON | 2.3% | 2.8% | 2.3% |
IWX Overweight Relative to MTUM
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
JPMORGAN CHASE & CO | 3.8% |
|
AMAZON.COM INC | 2.8% |
|
UNITEDHEALTH GROUP INC | 1.6% |
|
PROCTER & GAMBLE CO/THE | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
|
MERCK & CO. INC. | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
WELLS FARGO & CO | 1.1% |
|
RTX CORP | 1.1% |
IWX Underweight Relative to MTUM
|
BROADCOM INC. | -4.4% |
|
LAM RESEARCH CORP | -3.6% |
|
ADVANCED MICRO DEVICES | -3.6% |
|
GE VERONA | -3.0% |
|
INTEL CORP | -2.8% |
|
WESTERN DIGITAL CORP | -2.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.5% |
|
CATERPILLAR INC | -2.2% |
|
KLA CORPORATION | -1.9% |
|
APPLIED MATERIALS INC | -1.8% |