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
119
Number of overlapping holdings
75.8%
% of IWX's 158 holdings also in VTV
35.1%
% of VTV's 346 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus VTV)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in VTV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 3.1% | 3.1% |
|
JPMORGAN CHASE & CO | 3.7% | 2.7% | 2.7% |
|
UNITEDHEALTH GROUP INC | 3.1% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 3.2% | 2.3% | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VTV
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
 |
LINDE PLC | 1.4% |
|
MCDONALD'S CORP | 1.2% |
|
S&P GLOBAL, INC. | 1.0% |
|
JPMORGAN CHASE & CO | 1.0% |
|
TEXAS INSTRUMENTS INC | 1.0% |
|
EXXON MOBIL CORP | 0.9% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
BOSTON SCIENTIFIC CORP | 0.8% |
|
WALT DISNEY CO/THE | 0.7% |
IWX Underweight Relative to VTV
|
BROADCOM INC. | -3.6% |
|
MERCK & CO. INC. | -1.3% |
|
HOME DEPOT INC | -1.3% |
|
ORACLE CORP | -1.3% |
|
QUALCOMM INC | -0.8% |
|
PEPSICO INC | -0.8% |
|
BERKSHIRE HATHAWAY INC-CL A | -0.7% |
|
AMGEN INC | -0.6% |
|
PROGRESSIVE CORP | -0.5% |
|
COCA-COLA CO/THE | -0.5% |