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   

123

Number of overlapping holdings

78.3%

% of IWX's 158 holdings also in VTV

37.7%

% of VTV's 335 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 6.2% 3.9% 3.9%
JPMORGAN CHASE & CO 4.4% 3.3% 3.3%
EXXON MOBIL CORP 2.9% 2.2% 2.2%
WAL-MART STORES INC 2.7% 2.1% 2.1%
PROCTER & GAMBLE CO/THE 1.8% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VTV
BERKSHIRE HATHAWAY INC-CL B 2.3%
MCDONALD'S CORP 1.3%
JPMORGAN CHASE & CO 1.1%
S&P GLOBAL, INC. 1.0%
BOSTON SCIENTIFIC CORP 1.0%
TEXAS INSTRUMENTS INC 0.8%
ACCENTURE PLC-CL A 0.7%
EXXON MOBIL CORP 0.7%
T-MOBILE US, INC. 0.7%
BOEING CO 0.7%
IWX Underweight Relative to VTV
HOME DEPOT INC -1.3%
ORACLE CORP -1.2%
MERCK & CO. INC. -1.0%
BERKSHIRE HATHAWAY INC-CL A -0.8%
QUALCOMM INC -0.7%
PEPSICO INC -0.6%
PROGRESSIVE CORP -0.6%
AMGEN INC -0.5%
WASTE MANAGEMENT INC -0.4%
COCA-COLA CO/THE -0.4%
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