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
74%

OVERLAP
BY WEIGHT
476

# OF OVERLAPPING
HOLDINGS
IWD
871
HOLDINGS
59%
ALSO IN SCHV
SCHV
562
HOLDINGS
91%
ALSO IN IWD
SECTOR DRIFT (IWD minus SCHV)
OVERLAPPING HOLDINGS

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Company Weight
in IWD
Weight
in SCHV
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.1% 3.4% 3.1%
JPMORGAN CHASE & CO 2.9% 3.2% 2.9%
EXXON MOBIL CORP 1.7% 1.8% 1.7%
JOHNSON & JOHNSON 1.6% 1.8% 1.6%
WAL-MART STORES INC 1.5% 1.8% 1.5%
IWD Overweight Relative to SCHV
ALPHABET INC. CLASS A 2.2%
AMAZON.COM INC 2.0%
ALPHABET INC. CLASS C 1.8%
UNITEDHEALTH GROUP INC 1.0%
META PLATFORMS INC 0.9%
THERMO FISHER SCIENTIFIC INC 0.7%
SALESFORCE.COM INC 0.7%
WALT DISNEY CO/THE 0.6%
LINDE PLC 0.6%
BLACKROCK INC 0.5%
IWD Underweight Relative to SCHV
ABBVIE INC -1.5%
ORACLE CORP -1.3%
HOME DEPOT INC -1.0%
LAM RESEARCH CORP -0.7%
AMPHENOL CORP-CL A -0.6%
COCA-COLA CO/THE -0.5%
AMGEN INC -0.5%
BLACKSTONE GROUP LP/THE -0.4%
AUTOMATIC DATA PROCESSING -0.4%
WAL-MART STORES INC -0.3%
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