Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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86
Number of overlapping holdings
54.8%
% of IWX's 158 holdings also in VYM
15.8%
% of VYM's 565 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 | 3.9% | 3.7% | 3.7% |
|
EXXON MOBIL CORP | 3.4% | 3.2% | 3.2% |
|
JOHNSON & JOHNSON | 2.4% | 2.3% | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.0% | 2.4% | 2.0% |
|
WAL-MART STORES INC | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IWX Overweight Relative to VYM
|
BERKSHIRE HATHAWAY INC-CL B | 5.1% |
|
UNITEDHEALTH GROUP INC | 3.1% |
 |
LINDE PLC | 1.4% |
 |
ACCENTURE PLC-CL A | 1.3% |
|
THERMO FISHER SCIENTIFIC INC | 1.3% |
|
WALT DISNEY CO/THE | 1.1% |
|
DANAHER CORP | 1.0% |
|
S&P GLOBAL, INC. | 1.0% |
|
GENERAL ELECTRIC COMPANY | 0.9% |
|
MICRON TECHNOLOGY INC | 0.8% |
IWX Underweight Relative to VYM
|
MERCK & CO. INC. | -2.0% |
|
HOME DEPOT INC | -1.8% |
|
QUALCOMM INC | -1.2% |
|
PEPSICO INC | -1.1% |
|
COCA-COLA CO/THE | -0.9% |
|
AMGEN INC | -0.8% |
|
ABBVIE INC | -0.7% |
|
PROGRESSIVE CORP | -0.7% |
|
BLACKSTONE GROUP LP/THE | -0.6% |
|
AUTOMATIC DATA PROCESSING | -0.6% |