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   

56

Number of overlapping holdings

26.8%

% of SCHG's 231 holdings also in IWY

53.3%

% of IWY's 106 holdings also in SCHG

Overlap by Weight
Sector Drift (SCHG minus IWY)
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 SCHG
Weight
in IWY
Overlap
APPLE INC 10.5% 12.6% 10.5%
NVIDIA CORP 10.4% 13.2% 10.4%
MICROSOFT CORP 9.5% 12.0% 9.5%
AMAZON.COM INC 5.8% 7.4% 5.8%
META PLATFORMS INC 3.9% 4.9% 3.9%

Position Highlights (Non-Overlapping Exposures)
SCHG Overweight Relative to IWY
UNITEDHEALTH GROUP INC 2.0%
ACCENTURE PLC-CL A 0.9%
THERMO FISHER SCIENTIFIC INC 0.9%
DANAHER CORP 0.6%
S&P GLOBAL, INC. 0.6%
GE AEROSPACE 0.6%
T-MOBILE US, INC. 0.4%
PALANTIR TECHNOLOGIES INC. CLASS A 0.3%
REGENERON PHARMACEUTICALS 0.3%
ADVANCED MICRO DEVICES 0.3%
SCHG Underweight Relative to IWY
NVIDIA CORP -2.9%
MICROSOFT CORP -2.5%
APPLE INC -2.1%
AMAZON.COM INC -1.7%
HOME DEPOT INC -1.2%
ORACLE CORP -1.1%
META PLATFORMS INC -1.1%
MERCK & CO. INC. -1.0%
ALPHABET INC. CLASS A -0.9%
ALPHABET INC. CLASS C -0.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY