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   

101

Number of overlapping holdings

100.0%

% of OEF's 101 holdings also in EQWL

100.0%

% of EQWL's 101 holdings also in OEF

Overlap by Weight
Sector Drift (OEF minus EQWL)
Overlapping Holdings

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Company Weight
in OEF
Weight
in EQWL
Overlap
NVIDIA CORP 8.6% 1.2% 1.2%
COSTCO WHOLESALE CORP 1.2% 1.1% 1.1%
APPLE INC 9.0% 1.1% 1.1%
BROADCOM INC. 2.0% 1.1% 1.1%
JPMORGAN CHASE & CO 1.9% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to EQWL
MICROSOFT CORP 9.4%
APPLE INC 7.9%
NVIDIA CORP 7.4%
AMAZON.COM INC 4.4%
ALPHABET INC. CLASS A 2.7%
META PLATFORMS INC 2.5%
ALPHABET INC. CLASS C 2.3%
BERKSHIRE HATHAWAY INC-CL B 1.4%
ELI LILLY & CO 1.1%
BROADCOM INC. 1.0%
OEF Underweight Relative to EQWL
3M CO -1.1%
GENERAL MOTORS CO -0.9%
KRAFT HEINZ COMPANY -0.9%
BANK OF NEW YORK MELLON CORP -0.9%
DOW, INC. -0.9%
GENERAL DYNAMICS CORP -0.9%
METLIFE INC -0.9%
AMERICAN INTERNATIONAL GROUP -0.9%
CHARTER COMMUNICATIONS, INC. CLASS A -0.9%
SOUTHERN CO -0.8%
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