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
111

# OF OVERLAPPING
HOLDINGS
SCHV
525
HOLDINGS
22%
ALSO IN IWX
IWX
152
HOLDINGS
74%
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 3.5% 4.7% 3.5%
JPMORGAN CHASE & CO 3.2% 4.3% 3.2%
EXXON MOBIL CORP 1.9% 2.5% 1.9%
JOHNSON & JOHNSON 1.7% 2.2% 1.7%
WAL-MART STORES INC 1.6% 2.0% 1.6%
SCHV Overweight Relative to IWX
ORACLE CORP 1.5%
ABBVIE INC 1.4%
HOME DEPOT INC 1.1%
AMPHENOL CORP-CL A 0.5%
BLACKSTONE GROUP LP/THE 0.5%
AUTOMATIC DATA PROCESSING 0.4%
AMGEN INC 0.4%
AMERICAN TOWER CORP-CL A 0.4%
TRANE TECHNOLOGIES PLC 0.4%
COCA-COLA CO/THE 0.3%
SCHV Underweight Relative to IWX
AMAZON.COM INC -3.1%
ALPHABET INC. CLASS A -2.2%
ALPHABET INC. CLASS C -1.8%
META PLATFORMS INC -1.5%
UNITEDHEALTH GROUP INC -1.4%
BERKSHIRE HATHAWAY INC-CL B -1.2%
LINDE PLC -1.2%
SALESFORCE.COM INC -1.1%
JPMORGAN CHASE & CO -1.1%
THERMO FISHER SCIENTIFIC INC -1.0%
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