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
OVERLAP
25%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PWV
52
HOLDINGS
31%
ALSO IN EQRR
EQRR
51
HOLDINGS
30%
ALSO IN PWV
SECTOR DRIFT (PWV minus EQRR)
OVERLAPPING HOLDINGS
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| Company | Weight in PWV |
Weight in EQRR |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.0% | 3.5% | 3.5% |
|
WELLS FARGO & CO | 3.3% | 2.1% | 2.1% |
|
JPMORGAN CHASE & CO | 3.2% | 2.0% | 2.0% |
|
VALERO ENERGY CORP | 1.7% | 3.2% | 1.7% |
|
CONOCOPHILLIPS | 1.7% | 3.7% | 1.7% |
PWV Overweight Relative to EQRR
|
EXXON MOBIL HOLDING CORP | 3.9% |
|
AMGEN INC | 3.6% |
|
UNITEDHEALTH GROUP INC | 3.5% |
|
WALT DISNEY CO/THE | 3.4% |
|
PEPSICO INC | 3.2% |
|
CITIGROUP INC | 3.1% |
|
MORGAN STANLEY | 2.9% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
|
BANK OF AMERICA CORP | 2.7% |
|
PHILLIPS 66 | 1.7% |
PWV Underweight Relative to EQRR
|
PERMIAN RESOURCES CORPORATION CLASS | -3.7% |
|
OVINTIV INC | -3.7% |
|
HALLIBURTON CO | -3.4% |
|
ZSCALER, INC. | -3.1% |
|
SYNOPSYS INC | -2.8% |
|
HP INC. | -2.3% |
|
NVIDIA CORP | -2.3% |
|
DATADOG INC CLASS A | -2.2% |
|
ARES MANAGEMENT LP | -2.1% |
|
STRATEGY INC | -2.1% |