Fund comparison · from official SEC filings
IWV vs MVAL: how much do they overlap?
iShares Russell 3000 ETF and VanEck Morningstar Wide Moat Value ETF
vs
Shared holdings
Company
IWV
MVAL
B
BMYBRISTOL-MYERS SQUIBB CO
0.19%
4.85%
S
STZCONSTELLATION BRANDS INC-A
0.03%
4.59%
U
UPSUNITED PARCEL SERVICE-CL B
0.11%
4.57%
K
KVUEKENVUE INC
0.05%
4.46%
B
BF.BBROWN-FORMAN CORP-CLASS B
0.01%
4.42%
Z
ZBHZIMMER BIOMET HOLDINGS INC
0.03%
4.39%
C
CLXCLOROX COMPANY
0.02%
4.37%
M
MSFTMICROSOFT CORP
4.32%
2.03%
D
DHRDANAHER CORP
0.19%
4.03%
C
CPBTHE CAMPBELL'S COMPANY
0.01%
3.70%
G
GEHCGE HEALTHCARE TECHNOLOGY
0.05%
3.02%
O
OTISOTIS WORLDWIDE CORP
0.05%
3.01%
N
NOCNORTHROP GRUMMAN CORP
0.14%
2.62%
A
APDAIR PRODUCTS & CHEMICALS INC
0.10%
2.57%
M
MRKMERCK & CO. INC.
0.47%
2.53%
M
MASMASCO CORP
0.02%
2.47%
E
ELESTEE LAUDER COMPANIES-CL A
0.03%
2.45%
H
HSYHERSHEY CO/THE
0.05%
2.44%
U
USBUS BANCORP
0.13%
2.39%
M
MKTXMARKETAXESS HOLDINGS INC
0.01%
2.37%
N
NKENIKE INC -CL B
0.10%
2.32%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.29%
2.31%
M
MDLZMONDELEZ INTERNATIONAL INC-A
0.12%
2.22%
P
PEPPEPSICO INC
0.34%
2.22%
B
BABOEING CO/THE
0.24%
2.08%
Only in IWV
N
NVDANVIDIA CORP
6.42%
A
AAPLAPPLE INC
5.75%
A
AMZNAMAZON.COM INC
3.14%
G
GOOGLALPHABET INC-CL A
2.63%
A
AVGOBROADCOM INC
2.25%
G
GOOGALPHABET INC-CL C
2.14%
M
METAMETA PLATFORMS INC-CLASS A
1.97%
T
TSLATESLA INC
1.65%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.39%
J
JPMJPMORGAN CHASE & CO
1.26%
?
—BLACKROCK GLOBAL
1.19%
L
LLYELI LILLY & CO
1.16%
E
EXMOCEXXON MOBIL CORP
1.13%
J
JNJJOHNSON & JOHNSON
0.93%
W
WMTWALMART INC
0.85%
V
VVISA INC-CLASS A SHARES
0.80%
C
COSTCOSTCO WHOLESALE CORP
0.70%
N
NFLXNETFLIX INC
0.64%
M
MAMASTERCARD INC - A
0.63%
C
CVXCHEVRON CORP
0.61%
A
ABBVABBVIE INC
0.61%
M
MUMICRON TECHNOLOGY INC
0.59%
P
PGPROCTER & GAMBLE CO/THE
0.53%
C
CATCATERPILLAR INC
0.52%
A
AMDADVANCED MICRO DEVICES
0.52%
Only in MVAL
N
NXPINXP SEMICONDUCTORS NV
2.91%
?
—State Street Global Advisors
0.72%
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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.