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
60%

OVERLAP
BY WEIGHT
117

# OF OVERLAPPING
HOLDINGS
SCHV
562
HOLDINGS
22%
ALSO IN IWX
IWX
153
HOLDINGS
78%
ALSO IN SCHV
SECTOR DRIFT (SCHV minus IWX)
OVERLAPPING HOLDINGS

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Company Weight
in SCHV
Weight
in IWX
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.4% 4.7% 3.4%
JPMORGAN CHASE & CO 3.1% 4.3% 3.1%
JOHNSON & JOHNSON 1.8% 2.5% 1.8%
EXXON MOBIL CORP 1.8% 2.5% 1.8%
WAL-MART STORES INC 1.8% 2.1% 1.8%
SCHV Overweight Relative to IWX
ABBVIE INC 1.5%
ORACLE CORP 1.2%
HOME DEPOT INC 0.9%
LAM RESEARCH CORP 0.7%
AMPHENOL CORP-CL A 0.6%
AMGEN INC 0.4%
BLACKSTONE GROUP LP/THE 0.4%
AUTOMATIC DATA PROCESSING 0.3%
COCA-COLA CO/THE 0.3%
AMERICAN TOWER CORP-CL A 0.3%
SCHV Underweight Relative to IWX
ALPHABET INC. CLASS A -3.3%
AMAZON.COM INC -3.0%
ALPHABET INC. CLASS C -2.6%
UNITEDHEALTH GROUP INC -1.5%
META PLATFORMS INC -1.2%
BERKSHIRE HATHAWAY INC-CL B -1.2%
JPMORGAN CHASE & CO -1.1%
THERMO FISHER SCIENTIFIC INC -1.1%
LINDE PLC -0.9%
SALESFORCE.COM INC -0.9%
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