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
58%
OVERLAP
BY WEIGHT
86
# OF OVERLAPPING
HOLDINGS
IWX
154
HOLDINGS
57%
ALSO IN PFM
PFM
431
HOLDINGS
20%
ALSO IN IWX
SECTOR DRIFT (IWX minus PFM)
OVERLAPPING HOLDINGS
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| Company | Weight in IWX |
Weight in PFM |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.2% | 4.3% | 4.3% |
|
MICROSOFT CORP | 7.0% | 4.0% | 4.0% |
|
JPMORGAN CHASE & CO | 3.2% | 3.1% | 3.1% |
|
EXXON MOBIL HOLDING CORP | 2.8% | 2.7% | 2.7% |
|
JOHNSON & JOHNSON | 2.4% | 2.3% | 2.3% |
IWX Overweight Relative to PFM
|
AMAZON.COM INC | 7.7% |
|
APPLE INC | 4.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% |
|
MICROSOFT CORP | 3.0% |
|
INTEL CORP | 1.1% |
|
THERMO FISHER SCIENTIFIC INC | 0.9% |
|
WELLS FARGO & CO | 0.9% |
|
META PLATFORMS INC | 0.9% |
|
WALT DISNEY CO/THE | 0.7% |
|
CONOCOPHILLIPS | 0.7% |
IWX Underweight Relative to PFM
|
ELI LILLY & CO | -4.7% |
|
BROADCOM INC. | -3.4% |
|
VISA INC. CLASS A | -2.4% |
|
MASTERCARD INCORPORATED CLASS A | -1.9% |
|
WAL-MART STORES INC | -1.6% |
|
ORACLE CORP | -1.3% |
|
LAM RESEARCH CORP | -1.0% |
|
CATERPILLAR INC | -1.0% |
|
TEXAS INSTRUMENTS INC | -1.0% |
|
HOME DEPOT INC | -0.8% |