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
79
Number of overlapping holdings
54.1%
% of IWX's 148 holdings also in VYM
17.8%
% of VYM's 456 holdings also in IWX
Overlap by Weight
Sector Drift (IWX minus VYM)
Overlapping Holdings
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| Company | Weight in IWX |
Weight in VYM |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.1% | 3.7% | 3.7% |
|
EXXON MOBIL CORP | 3.6% | 3.3% | 3.3% |
|
JOHNSON & JOHNSON | 2.7% | 2.5% | 2.5% |
|
PROCTER & GAMBLE CO/THE | 2.3% | 2.6% | 2.3% |
|
MERCK & CO. INC. | 2.0% | 2.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VYM
|
BERKSHIRE HATHAWAY INC-CL B | 5.6% |
|
WALT DISNEY CO/THE | 1.6% |
 |
LINDE PLC | 1.5% |
|
WAL-MART STORES INC | 1.3% |
|
ABBOTT LABORATORIES | 1.3% |
|
GENERAL ELECTRIC COMPANY | 1.2% |
|
DANAHER CORP | 1.2% |
|
S&P GLOBAL, INC. | 0.9% |
|
MICRON TECHNOLOGY INC | 0.9% |
|
ELEVANCE HEALTH INC | 0.8% |
IWX Underweight Relative to VYM
|
BROADCOM INC. | -3.4% |
|
HOME DEPOT INC | -2.4% |
|
ABBVIE INC | -2.0% |
|
PEPSICO INC | -1.1% |
|
QUALCOMM INC | -1.1% |
|
CATERPILLAR INC | -0.9% |
|
COCA-COLA CO/THE | -0.7% |
|
LOCKHEED MARTIN CORP | -0.7% |
|
STARBUCKS CORP | -0.7% |
|
AMGEN INC | -0.6% |