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   

14

Number of overlapping holdings

12.8%

% of IWY's 112 holdings also in IVSG

56.0%

% of IVSG's 25 holdings also in IWY

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

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Company Weight
in IWY
Weight
in IVSG
Overlap
MICROSOFT CORP 13.7% 11.3% 11.3%
APPLE INC 15.3% 7.0% 7.0%
AMAZON.COM INC 5.8% 5.8% 5.8%
NVIDIA CORP 4.1% 5.6% 4.1%
ALPHABET INC. CLASS A 3.5% 6.2% 3.5%

Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to IVSG
APPLE INC 8.2%
ALPHABET INC. CLASS C 3.1%
TESLA MOTORS INC 3.1%
MICROSOFT CORP 2.4%
ABBVIE INC 1.8%
BROADCOM INC. 1.6%
ELI LILLY & CO 1.5%
COSTCO WHOLESALE CORP 1.4%
PEPSICO INC 1.3%
COCA-COLA CO/THE 1.2%
IWY Underweight Relative to IVSG
TAKE-TWO INTERACTIVE SOFTWRE -5.1%
MONOLITHIC POWER SYSTEMS INC -4.2%
CHUBB LIMITED -4.0%
NETFLIX INC -4.0%
O'REILLY AUTOMOTIVE INC -3.6%
MONSTER BEVERAGE CORPORATION -3.4%
TRADE DESK, INC. CLASS A -2.8%
LOCKHEED MARTIN CORP -2.8%
DEERE & CO -2.8%
ALPHABET INC. CLASS A -2.7%
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