Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
FOWF
86
HOLDINGS
16%
ALSO IN PPA
PPA
53
HOLDINGS
27%
ALSO IN FOWF
SECTOR DRIFT (FOWF minus PPA)
OVERLAPPING HOLDINGS
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| Company | Weight in FOWF |
Weight in PPA |
Overlap | |
|---|---|---|---|---|
 |
BOEING CO | 8.4% | 7.8% | 7.8% |
|
RTX CORP | 7.6% | 8.0% | 7.6% |
|
LOCKHEED MARTIN CORP | 7.9% | 7.2% | 7.2% |
|
NORTHROP GRUMMAN CORP | 6.6% | 5.4% | 5.4% |
|
GENERAL DYNAMICS CORP | 7.3% | 4.8% | 4.8% |
FOWF Overweight Relative to PPA
 |
BAE SYSTEMS PLC | 4.0% |
|
GENERAL DYNAMICS CORP | 2.5% |
|
NORTHROP GRUMMAN CORP | 1.2% |
 |
SAAB CLASS B | 0.9% |
|
APPLIED MATERIALS INC | 0.8% |
|
DELL TECHNOLOGIES INC CLASS C | 0.8% |
 |
LEONARDO SPA | 0.8% |
 |
KONGSBERG GRUPPEN ASA | 0.8% |
|
SAIC INC | 0.8% |
|
SYNOPSYS INC | 0.8% |
FOWF Underweight Relative to PPA
|
GE AEROSPACE | -7.5% |
|
HOWMET AEROSPACE INC. | -3.1% |
|
AXON ENTERPRISE INC | -2.8% |
|
HONEYWELL INTERNATIONAL INC | -2.7% |
|
AMPHENOL CORP-CL A | -2.6% |
|
PARKER HANNIFIN CORP | -2.5% |
 |
ELBIT SYSTEMS LTD | -2.4% |
|
TRANSDIGM GROUP INC | -2.3% |
 |
EATON CORP PLC | -2.3% |
|
AEROVIRONMENT INC | -1.9% |