ETF comparison
BALQ vs IWY overlap
Compare BALQ ETF and IWY ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap59.56%
40 shared holdings
BALQ expense0.00%
Unknown
IWY expense0.00%
Unknown
Data date2026-05-01
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
NVDANVIDIA CORP
AAPLAPPLE INC
MSFTMICROSOFT CORP
AMZNAMAZON.COM INC
GOOGLALPHABET INC CLASS A
AVGOBROADCOM INC
Interpretation
Should you own both BALQ and IWY?
BALQ and IWY share 40 tracked holdings with 59.56% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.
Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.