Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
179
# OF OVERLAPPING
HOLDINGS
IUS
536
HOLDINGS
34%
ALSO IN VALQ
VALQ
224
HOLDINGS
81%
ALSO IN IUS
SECTOR DRIFT (IUS minus VALQ)
OVERLAPPING HOLDINGS
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| Company | Weight in IUS |
Weight in VALQ |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.3% | 1.9% | 1.9% |
|
CHEVRON CORP | 1.7% | 1.4% | 1.4% |
|
EXXON MOBIL HOLDING CORP | 2.6% | 1.4% | 1.4% |
|
UNITEDHEALTH GROUP INC | 1.4% | 2.7% | 1.4% |
|
META PLATFORMS INC | 2.5% | 1.2% | 1.2% |
IUS Overweight Relative to VALQ
|
MICROSOFT CORP | 3.9% |
|
ALPHABET INC. CLASS A | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
|
APPLE INC | 2.4% |
|
AMAZON.COM INC | 2.3% |
|
NVIDIA CORP | 1.8% |
|
META PLATFORMS INC | 1.3% |
|
EXXON MOBIL HOLDING CORP | 1.2% |
|
GENERAL MOTORS CO | 0.9% |
|
MCKESSON CORP | 0.9% |
IUS Underweight Relative to VALQ
|
LOCKHEED MARTIN CORP | -2.5% |
|
BRISTOL-MYERS SQUIBB CO | -2.1% |
|
HOME DEPOT INC | -2.0% |
|
TEXAS INSTRUMENTS INC | -1.9% |
|
MERCK & CO. INC. | -1.9% |
|
PROCTER & GAMBLE CO/THE | -1.8% |
|
CISCO SYSTEMS INC | -1.6% |
|
UNION PACIFIC CORP | -1.6% |
|
ANALOG DEVICES INC | -1.3% |
|
BEST BUY CO INC | -1.3% |