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
93
Number of overlapping holdings
59.2%
% of IWX's 158 holdings also in SNPV
39.2%
% of SNPV's 241 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus SNPV)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in SNPV |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 2.5% | 3.4% | 2.5% |
|
JPMORGAN CHASE & CO | 4.2% | 2.2% | 2.2% |
|
PROCTER & GAMBLE CO/THE | 2.0% | 3.1% | 2.0% |
|
BANK OF AMERICA CORP | 1.6% | 2.1% | 1.6% |
|
ABBOTT LABORATORIES | 1.5% | 1.8% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to SNPV
|
BERKSHIRE HATHAWAY INC-CL B | 6.2% |
|
EXXON MOBIL CORP | 3.1% |
|
JOHNSON & JOHNSON | 2.5% |
|
JPMORGAN CHASE & CO | 2.1% |
|
WAL-MART STORES INC | 1.7% |
|
PHILIP MORRIS INTERNATIONAL | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.4% |
|
WELLS FARGO & CO | 1.4% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
RTX CORP | 1.1% |
IWX Underweight Relative to SNPV
|
MERCK & CO. INC. | -1.8% |
|
PEPSICO INC | -1.3% |
|
COCA-COLA CO/THE | -1.3% |
|
QUALCOMM INC | -1.3% |
|
HOME DEPOT INC | -1.1% |
|
PROCTER & GAMBLE CO/THE | -1.0% |
|
UNITEDHEALTH GROUP INC | -0.8% |
|
BLACKSTONE GROUP LP/THE | -0.8% |
|
STARBUCKS CORP | -0.8% |
|
AMERICAN TOWER CORP-CL A | -0.7% |