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   

26

Number of overlapping holdings

24.8%

% of IWY's 106 holdings also in CACG

66.7%

% of CACG's 43 holdings also in IWY

Overlap by Weight
Sector Drift (IWY minus CACG)
Overlapping Holdings

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Company Weight
in IWY
Weight
in CACG
Overlap
NVIDIA CORP 12.3% 10.3% 10.3%
MICROSOFT CORP 13.5% 8.0% 8.0%
AMAZON.COM INC 7.2% 7.3% 7.2%
APPLE INC 13.4% 4.6% 4.6%
META PLATFORMS INC 4.4% 4.7% 4.4%

Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to CACG
APPLE INC 8.8%
MICROSOFT CORP 5.5%
ALPHABET INC. CLASS C 3.7%
BROADCOM INC. 3.1%
ALPHABET INC. CLASS A 2.6%
TESLA MOTORS INC 2.3%
NVIDIA CORP 2.0%
COSTCO WHOLESALE CORP 1.5%
MASTERCARD INCORPORATED CLASS A 1.5%
MERCK & CO. INC. 1.3%
IWY Underweight Relative to CACG
UNITEDHEALTH GROUP INC -4.6%
NETFLIX INC -3.5%
PALO ALTO NETWORKS INC -2.6%
EATON CORP PLC -2.5%
VISA INC. CLASS A -2.3%
THERMO FISHER SCIENTIFIC INC -2.1%
ASML HOLDING NV-NY REG SHS -2.1%
WW GRAINGER INC -2.0%
UBER TECHNOLOGIES, INC. -1.8%
S&P GLOBAL, INC. -1.6%
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