Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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44
Number of overlapping holdings
40.4%
% of IWY's 110 holdings also in QTR
44.0%
% of QTR's 101 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus QTR)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in QTR |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 13.8% | 8.8% | 8.8% |
|
APPLE INC | 11.2% | 7.5% | 7.5% |
|
NVIDIA CORP | 8.4% | 5.6% | 5.6% |
|
AMAZON.COM INC | 7.3% | 5.4% | 5.4% |
|
META PLATFORMS INC | 4.9% | 5.0% | 4.9% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to QTR
|
MICROSOFT CORP | 5.0% |
|
APPLE INC | 3.6% |
|
ELI LILLY & CO | 2.9% |
|
NVIDIA CORP | 2.8% |
|
VISA INC. CLASS A | 2.0% |
|
AMAZON.COM INC | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.8% |
|
MASTERCARD INCORPORATED CLASS A | 1.8% |
|
ALPHABET INC. CLASS A | 1.6% |
|
HOME DEPOT INC | 1.6% |
IWY Underweight Relative to QTR
|
BROADCOM INC. | -1.8% |
 |
LINDE PLC | -1.6% |
|
CISCO SYSTEMS INC | -1.5% |
|
T-MOBILE US, INC. | -1.5% |
|
COMCAST CORP-CL A | -1.2% |
|
ADVANCED MICRO DEVICES | -1.2% |
|
INTEL CORP | -1.1% |
|
PEPSICO INC | -1.1% |
|
COSTCO WHOLESALE CORP | -1.0% |
|
MICRON TECHNOLOGY INC | -0.9% |