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   

41

Number of overlapping holdings

37.6%

% of IWY's 110 holdings also in CACG

59.4%

% of CACG's 70 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
AMAZON.COM INC 7.0% 7.0% 7.0%
MICROSOFT CORP 13.8% 5.3% 5.3%
NVIDIA CORP 9.7% 5.1% 5.1%
META PLATFORMS INC 4.9% 4.9% 4.9%
APPLE INC 10.9% 2.7% 2.7%

Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to CACG
MICROSOFT CORP 8.6%
APPLE INC 8.1%
NVIDIA CORP 4.6%
ALPHABET INC. CLASS A 3.9%
ALPHABET INC. CLASS C 3.3%
MASTERCARD INCORPORATED CLASS A 1.7%
HOME DEPOT INC 1.7%
TESLA MOTORS INC 1.7%
COSTCO WHOLESALE CORP 1.4%
ELI LILLY & CO 1.2%
IWY Underweight Relative to CACG
VERTEX PHARMACEUTICALS INC -2.7%
CROWDSTRIKE HOLDINGS, INC. CLASS A -2.7%
UNITEDHEALTH GROUP INC -2.0%
NETFLIX INC -2.0%
BROADCOM INC. -1.7%
AUTODESK INC -1.7%
EATON CORP PLC -1.6%
PALO ALTO NETWORKS INC -1.6%
TE CONNECTIVITY -1.6%
HUBSPOT INC -1.5%
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