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
61%

OVERLAP
BY WEIGHT
117

# OF OVERLAPPING
HOLDINGS
SCHV
559
HOLDINGS
22%
ALSO IN IWX
IWX
154
HOLDINGS
78%
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 3.1% 4.3% 3.1%
JPMORGAN CHASE & CO 3.0% 4.0% 3.0%
EXXON MOBIL CORP 2.1% 2.9% 2.1%
JOHNSON & JOHNSON 2.0% 2.7% 2.0%
WAL-MART STORES INC 1.9% 2.4% 1.9%
SCHV Overweight Relative to IWX
ABBVIE INC 1.3%
LAM RESEARCH CORP 1.0%
HOME DEPOT INC 0.9%
ORACLE CORP 0.8%
AMPHENOL CORP-CL A 0.6%
AMGEN INC 0.4%
WESTERN DIGITAL CORP 0.3%
BLACKSTONE GROUP LP/THE 0.3%
CORNING INC 0.3%
SEAGATE TECHNOLOGY HOLDINGS PLC 0.3%
SCHV Underweight Relative to IWX
ALPHABET INC. CLASS A -3.1%
AMAZON.COM INC -2.6%
ALPHABET INC. CLASS C -2.5%
META PLATFORMS INC -1.2%
BERKSHIRE HATHAWAY INC-CL B -1.2%
UNITEDHEALTH GROUP INC -1.2%
JPMORGAN CHASE & CO -1.1%
LINDE PLC -1.0%
THERMO FISHER SCIENTIFIC INC -0.9%
WALT DISNEY CO/THE -0.9%
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