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   

33

Number of overlapping holdings

22.6%

% of IWX's 146 holdings also in PWV

66.0%

% of PWV's 50 holdings also in IWX

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

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Company Weight
in IWX
Weight
in PWV
Overlap
JPMORGAN CHASE & CO 4.2% 3.4% 3.4%
EXXON MOBIL CORP 3.4% 3.4% 3.4%
JOHNSON & JOHNSON 2.8% 3.1% 2.8%
CHEVRON CORP 2.0% 3.1% 2.0%
BANK OF AMERICA CORP 1.9% 3.4% 1.9%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to PWV
BERKSHIRE HATHAWAY INC-CL B 5.6%
PROCTER & GAMBLE CO/THE 2.3%
WAL-MART STORES INC 1.9%
MERCK & CO. INC. 1.9%
WALT DISNEY CO/THE 1.6%
LINDE PLC 1.5%
GENERAL ELECTRIC COMPANY 1.4%
INTEL CORP 1.3%
DANAHER CORP 1.2%
PFIZER INC 1.1%
IWX Underweight Relative to PWV
ABBVIE INC -3.2%
MORGAN STANLEY -2.6%
UNION PACIFIC CORP -2.5%
CONOCOPHILLIPS -2.4%
INTL BUSINESS MACHINES CORP -2.0%
COMCAST CORP-CL A -1.9%
WELLS FARGO & CO -1.9%
VERIZON COMMUNICATIONS INC -1.8%
DELL TECHNOLOGIES INC CLASS C -1.8%
CONSTELLATION ENERGY CORPORATION -1.8%
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