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
42
Number of overlapping holdings
38.5%
% of IWY's 110 holdings also in PALC
22.3%
% of PALC's 189 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus PALC)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in IWY |
Weight in PALC |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 13.8% | 4.9% | 4.9% | |
META PLATFORMS INC | 4.9% | 5.0% | 4.9% | |
NVIDIA CORP | 8.4% | 4.9% | 4.9% | |
APPLE INC | 11.2% | 4.7% | 4.7% | |
AMAZON.COM INC | 7.3% | 4.4% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to PALC
MICROSOFT CORP | 8.8% | |
APPLE INC | 6.5% | |
ALPHABET INC. CLASS A | 4.3% | |
ALPHABET INC. CLASS C | 3.6% | |
NVIDIA CORP | 3.5% | |
AMAZON.COM INC | 2.9% | |
VISA INC. CLASS A | 2.0% | |
TESLA MOTORS INC | 1.9% | |
UNITEDHEALTH GROUP INC | 1.8% | |
MASTERCARD INCORPORATED CLASS A | 1.8% |
IWY Underweight Relative to PALC
BERKSHIRE HATHAWAY INC-CL B | -4.4% | |
JPMORGAN CHASE & CO | -3.7% | |
BANK OF AMERICA CORP | -2.4% | |
EXXON MOBIL CORP | -2.4% | |
WELLS FARGO & CO | -2.3% | |
CHEVRON CORP | -2.2% | |
VERIZON COMMUNICATIONS INC | -1.7% | |
CITIGROUP INC | -1.5% | |
CVS CAREMARK CORP | -1.4% | |
MARATHON PETROLEUM | -1.3% |