Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
44.6%
% of OEF's 101 holdings also in WRND
22.7%
% of WRND's 210 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus WRND)
Overlapping Holdings
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| Company | Weight in OEF |
Weight in WRND |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 5.6% | 6.0% | 5.6% |
|
META PLATFORMS INC | 3.7% | 5.3% | 3.7% |
|
ALPHABET INC. CLASS A | 3.2% | 4.4% | 3.2% |
|
MICROSOFT CORP | 10.5% | 3.1% | 3.1% |
|
APPLE INC | 8.4% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to WRND
|
MICROSOFT CORP | 7.4% |
|
APPLE INC | 5.7% |
|
NVIDIA CORP | 5.2% |
|
ALPHABET INC. CLASS C | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
|
JPMORGAN CHASE & CO | 1.9% |
|
EXXON MOBIL CORP | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.6% |
|
VISA INC. CLASS A | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.3% |
OEF Underweight Relative to WRND
 |
SAMSUNG ELECTRONICS CO LTD | -2.4% |
 |
VOLKSWAGEN AG-PFD | -2.0% |
 |
ROCHE HOLDING LTD | -1.6% |
|
MERCK & CO. INC. | -1.6% |
|
META PLATFORMS INC | -1.6% |
 |
TOYOTA MOTOR CORP | -1.4% |
|
ALPHABET INC. CLASS A | -1.2% |
 |
ASTRAZENECA PLC | -1.1% |
|
NOVARTIS AG | -1.1% |
|
INTEL CORP | -1.1% |