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 4.2% 3.8% 3.8%
EXXON MOBIL CORP 3.6% 3.3% 3.3%
JOHNSON & JOHNSON 2.7% 2.5% 2.5%
PROCTER & GAMBLE CO/THE 2.2% 2.5% 2.2%
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%
ABBOTT LABORATORIES 1.3%
WAL-MART STORES INC 1.3%
GENERAL ELECTRIC COMPANY 1.2%
DANAHER CORP 1.2%
MICRON TECHNOLOGY INC 1.0%
S&P GLOBAL, INC. 0.9%
ADVANCED MICRO DEVICES 0.9%
IWX Underweight Relative to VYM
BROADCOM INC. -3.7%
HOME DEPOT INC -2.4%
ABBVIE INC -2.0%
QUALCOMM INC -1.1%
PEPSICO INC -1.0%
CATERPILLAR INC -1.0%
COCA-COLA CO/THE -0.7%
LOCKHEED MARTIN CORP -0.7%
STARBUCKS CORP -0.7%
AMGEN INC -0.6%
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