Fund comparison · from official SEC filings
BBVLX vs IWD: how much do they overlap?
Bridge Builder Large Cap Value Fund and iShares Russell 1000 Value ETF
vs
Shared holdings
Company
BBVLX
IWD
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.03%
2.89%
J
JPMJPMORGAN CHASE & CO
0.62%
2.61%
E
EXMOCEXXON MOBIL CORP
1.61%
2.34%
W
WFCWELLS FARGO & CO
2.04%
0.81%
G
GOOGLALPHABET INC-CL A
0.89%
1.94%
J
JNJJOHNSON & JOHNSON
0.69%
1.92%
M
MRKMERCK & CO. INC.
1.89%
0.98%
A
AMZNAMAZON.COM INC
0.86%
1.80%
G
GOOGALPHABET INC-CL C
1.71%
1.58%
W
WMTWALMART INC
0.32%
1.59%
B
BACBANK OF AMERICA CORP
1.44%
0.96%
T
TXNTEXAS INSTRUMENTS INC
1.39%
0.34%
C
CVXCHEVRON CORP
0.88%
1.27%
M
MUMICRON TECHNOLOGY INC
0.06%
1.23%
P
PGPROCTER & GAMBLE CO/THE
0.67%
1.11%
C
CBCHUBB LTD
1.09%
0.39%
E
ELVELEVANCE HEALTH INC
1.02%
0.21%
C
CSCOCISCO SYSTEMS INC
0.27%
1.01%
Q
QCOMQUALCOMM INC
1.00%
0.35%
M
MDTMEDTRONIC PLC
0.95%
0.36%
C
CATCATERPILLAR INC
0.39%
0.94%
E
EOGEOG RESOURCES INC
0.89%
0.26%
P
PMPHILIP MORRIS INTERNATIONAL
0.85%
0.84%
R
RTXRTX CORP
0.04%
0.84%
A
AXPAMERICAN EXPRESS CO
0.81%
0.36%
Only in BBVLX
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.48%
M
MSFTMICROSOFT CORP
1.26%
V
VVISA INC-CLASS A SHARES
1.15%
A
AVGOBROADCOM INC
1.09%
L
LLYELI LILLY & CO
0.88%
M
MAMASTERCARD INC - A
0.78%
A
AAPLAPPLE INC
0.74%
H
HONHONEYWELL INTERNATIONAL INC
0.62%
K
KLACKLA CORP
0.54%
H
HKHHFHEINEKEN HOLDING NV
0.51%
U
UMGNFUNIVERSAL MUSIC GROUP NV
0.51%
K
KRYAFKERRY GROUP PLC-A
0.50%
N
NSRGFNESTLE SA-REG
0.49%
A
ABNBAIRBNB INC-CLASS A
0.47%
S
SAFRFSAFRAN SA
0.45%
N
NXPINXP SEMICONDUCTORS NV
0.45%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.43%
T
TTETOTALENERGIES SE
0.41%
A
ASMLFASML HOLDING NV
0.40%
R
RYLPFKONINKLIJKE PHILIPS NV
0.39%
C
CNICANADIAN NATL RAILWAY CO
0.38%
S
SSNLFSAMSUNG ELECTRONICS CO LTD
0.35%
E
EADSFAIRBUS SE
0.34%
S
SFMSPROUTS FARMERS MARKET INC
0.34%
A
APHAMPHENOL CORP-CL A
0.33%
Only in IWD
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.73%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.47%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.14%
?
—CARNIVAL CORPORATION
0.07%
C
CBCCENTRAL BANCOMPANY
0.00%
F
FRMIFERMI INC
0.00%
?
—E MINI RUSS 1000 VJUN26
-0.00%
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58% overlap
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57% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.