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