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
112
Number of overlapping holdings
77.2%
% of IWX's 147 holdings also in VTV
33.3%
% 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 | 5.5% | 3.8% | 3.8% |
|
JPMORGAN CHASE & CO | 3.6% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 3.5% | 2.4% | 2.4% |
|
JOHNSON & JOHNSON | 3.0% | 2.1% | 2.1% |
|
PROCTER & GAMBLE CO/THE | 2.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VTV
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
 |
LINDE PLC | 1.5% |
|
WALT DISNEY CO/THE | 1.4% |
|
JPMORGAN CHASE & CO | 1.1% |
|
EXXON MOBIL CORP | 1.0% |
|
S&P GLOBAL, INC. | 1.0% |
|
MCDONALD'S CORP | 1.0% |
|
JOHNSON & JOHNSON | 0.9% |
|
BOEING CO | 0.9% |
|
DANAHER CORP | 0.8% |
IWX Underweight Relative to VTV
|
BROADCOM INC. | -2.3% |
|
UNITEDHEALTH GROUP INC | -2.3% |
|
ABBVIE INC | -1.4% |
|
PEPSICO INC | -0.8% |
|
QUALCOMM INC | -0.7% |
|
LOCKHEED MARTIN CORP | -0.7% |
|
DEERE & CO | -0.5% |
|
CATERPILLAR INC | -0.5% |
|
AMGEN INC | -0.5% |
|
LOWE'S COS INC | -0.4% |