Know what you really own

Unwrap both →

Fund comparison · from official SEC filings

EQIN vs IWD: how much do they overlap?

Columbia U.S. Equity Income ETF and iShares Russell 1000 Value ETF

Fund A

vs

Fund B

Holdings overlap

27%

of assets, by weight

Shared positions

96

of 101 / 869 holdings

EQIN expense ratio

0.35%

net, per year

IWD expense ratio

0.18%

net, per year

Shared holdings

Company

EQIN

IWD

E

EXMOCEXXON MOBIL CORP

4.68%

2.34%

J

JPMJPMORGAN CHASE & CO

4.66%

2.61%

C

CVXCHEVRON CORP

4.23%

1.27%

B

BACBANK OF AMERICA CORP

4.20%

0.96%

P

PGPROCTER & GAMBLE CO/THE

3.73%

1.11%

U

UNHUNITEDHEALTH GROUP INC

3.66%

0.81%

H

HDHOME DEPOT INC

3.57%

0.25%

G

GSGOLDMAN SACHS GROUP INC

3.01%

0.77%

P

PMPHILIP MORRIS INTERNATIONAL

2.80%

0.84%

W

WFCWELLS FARGO & CO

2.77%

0.81%

C

CCITIGROUP INC

2.49%

0.53%

A

AXPAMERICAN EXPRESS CO

2.42%

0.36%

I

IBMINTL BUSINESS MACHINES CORP

2.36%

0.74%

V

VZVERIZON COMMUNICATIONS INC

2.21%

0.69%

Q

QCOMQUALCOMM INC

2.09%

0.35%

D

DISWALT DISNEY CO/THE

2.01%

0.56%

C

COPCONOCOPHILLIPS

1.70%

0.53%

D

DEDEERE & CO

1.62%

0.45%

B

BKNGBOOKING HOLDINGS INC

1.48%

0.03%

L

LOWLOWE'S COS INC

1.46%

0.43%

L

LMTLOCKHEED MARTIN CORP

1.30%

0.29%

P

PGRPROGRESSIVE CORP

1.29%

0.36%

T

TMUST-MOBILE US INC

1.06%

0.33%

C

CMCSACOMCAST CORP-CLASS A

1.05%

0.34%

G

GDGENERAL DYNAMICS CORP

1.01%

0.28%

Only in EQIN

I

INTUINTUIT INC

1.16%

R

RCLROYAL CARIBBEAN CRUISES LTD

0.72%

V

VFHVANGUARD FINANCIALS ETF

0.48%

F

FTIXXGLDMN SCHS FIN SQ TR-FST

0.39%

C

CCLCARNIVAL CORP LTD

0.33%

Only in IWD

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

2.89%

G

GOOGLALPHABET INC-CL A

1.94%

J

JNJJOHNSON & JOHNSON

1.92%

A

AMZNAMAZON.COM INC

1.80%

W

WMTWALMART INC

1.59%

G

GOOGALPHABET INC-CL C

1.58%

M

MUMICRON TECHNOLOGY INC

1.23%

C

CSCOCISCO SYSTEMS INC

1.01%

M

MRKMERCK & CO. INC.

0.98%

C

CATCATERPILLAR INC

0.94%

R

RTXRTX CORP

0.84%

L

LINLINDE PLC

0.76%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.73%

M

METAMETA PLATFORMS INC-CLASS A

0.73%

M

MCDMCDONALD'S CORP

0.69%

T

TAT&T INC

0.66%

I

INTCINTEL CORP

0.64%

A

AMATAPPLIED MATERIALS INC

0.64%

N

NEENEXTERA ENERGY INC

0.63%

M

MSMORGAN STANLEY

0.61%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.61%

P

PEPPEPSICO INC

0.60%

A

ABTABBOTT LABORATORIES

0.58%

P

PFEPFIZER INC

0.52%

A

ADIANALOG DEVICES INC

0.51%

Hold EQIN and IWD together? See your combined true holdings, overlap, and blended fees — free, no signup.

Unwrap your portfolio →

Other comparisons you might like

IWD vs VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND

IWD vs FIOOXFidelity Series Large Cap Value Index Fund

IWD vs FLCOXFidelity Large Cap Value Index Fund

IWD vs FNDBSchwab Fundamental U.S. Broad Market ETF

IWD vs IWBiShares Russell 1000 ETF

IWD vs VONEVANGUARD RUSSELL 1000 INDEX FUND

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.

EQIN vs IWD: 27% holdings overlap — Unwrap.Fund