Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
BDIV
36
HOLDINGS
22%
ALSO IN SAMM
SAMM
32
HOLDINGS
27%
ALSO IN BDIV
SECTOR DRIFT (BDIV minus SAMM)
OVERLAPPING HOLDINGS
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| Company | Weight in BDIV |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.2% | 4.1% | 4.1% |
|
MORGAN STANLEY | 3.2% | 3.9% | 3.2% |
|
ALPHABET INC. CLASS A | 3.0% | 2.9% | 2.9% |
|
BROADCOM INC. | 2.8% | 3.0% | 2.8% |
|
ELI LILLY & CO | 2.7% | 3.9% | 2.7% |
BDIV Overweight Relative to SAMM
|
MICROSOFT CORP | 6.0% |
|
LAM RESEARCH CORP | 4.5% |
 |
TRANE TECHNOLOGIES PLC | 3.8% |
|
JPMORGAN CHASE & CO | 3.6% |
|
PHILIP MORRIS INTERNATIONAL | 3.5% |
|
CHEVRON CORP | 3.4% |
|
JOHNSON & JOHNSON | 3.2% |
|
COSTCO WHOLESALE CORP | 2.9% |
|
MCKESSON CORP | 2.8% |
|
NEXTERA ENERGY GROUP | 2.8% |
BDIV Underweight Relative to SAMM
|
NATERA INC | -4.9% |
|
GOLDMAN SACHS GROUP INC | -4.1% |
|
BANK OF AMERICA CORP | -4.0% |
|
MARRIOTT INTERNATIONAL-CL A | -3.7% |
|
SHOPIFY, INC. CLASS A | -3.7% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.5% |
|
INTL BUSINESS MACHINES CORP | -3.4% |
|
UNITED CONTINENTAL HOLDINGS | -3.3% |
|
MICRON TECHNOLOGY INC | -3.2% |
|
REGENERON PHARMACEUTICALS | -3.0% |