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   

10

Number of overlapping holdings

25.0%

% of IYE's 41 holdings also in EQRR

20.0%

% of EQRR's 51 holdings also in IYE

Overlap by Weight
Sector Drift (IYE minus EQRR)
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 IYE
Weight
in EQRR
Overlap
CHEVRON CORP 14.1% 3.2% 3.2%
SCHLUMBERGER LTD 3.1% 3.2% 3.1%
EOG RESOURCES, INC. 3.9% 3.0% 3.0%
EXXON MOBIL CORP 23.1% 3.0% 3.0%
MARATHON PETROLEUM 2.8% 3.0% 2.8%

Position Highlights (Non-Overlapping Exposures)
IYE Overweight Relative to EQRR
EXXON MOBIL CORP 20.1%
CHEVRON CORP 10.9%
CONOCOPHILLIPS 4.6%
WILLIAMS COS INC 4.5%
CHENIERE ENERGY INC 3.3%
KINDER MORGAN INC 3.2%
ONEOK INC 3.2%
PHILLIPS 66 2.8%
BAKER HUGHES COMPANY CLASS A 2.3%
HESS CORP 2.3%
IYE Underweight Relative to EQRR
CVS CAREMARK CORP -3.6%
MCKESSON CORP -2.7%
ALTRIA GROUP INC -2.7%
HERSHEY CO/THE -2.6%
CORTEVA INC -2.6%
KRAFT HEINZ COMPANY -2.6%
UBER TECHNOLOGIES, INC. -2.4%
CASEY'S GENERAL STORES INC -2.4%
ARCHER-DANIELS-MIDLAND CO -2.4%
BUNGE GLOBAL SA -2.4%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY