Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
37.8%
% of BDIV's 37 holdings also in SWP
32.6%
% of SWP's 43 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV minus SWP)
Overlapping Holdings
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| Company | Weight in BDIV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.1% | 5.9% | 5.9% |
|
APPLE INC | 5.4% | 3.3% | 3.3% |
|
PHILIP MORRIS INTERNATIONAL | 3.9% | 3.0% | 3.0% |
|
JPMORGAN CHASE & CO | 3.5% | 2.3% | 2.3% |
|
TJX COMPANIES INC | 2.7% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to SWP
 |
TRANE TECHNOLOGIES PLC | 3.9% |
|
COSTCO WHOLESALE CORP | 3.7% |
|
T-MOBILE US, INC. | 3.2% |
|
CHEVRON CORP | 3.2% |
 |
LINDE PLC | 3.1% |
|
LOWE'S COS INC | 2.7% |
|
MCKESSON CORP | 2.6% |
|
CME GROUP INC | 2.5% |
|
MORGAN STANLEY | 2.5% |
|
FERGUSON ENTERPRISES INC | 2.4% |
BDIV Underweight Relative to SWP
|
KINDER MORGAN INC | -2.5% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
CENCORA INC | -2.4% |
|
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
DUKE ENERGY CORP | -2.2% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |
|
RTX CORP | -2.0% |
|
ROPER TECHNOLOGIES, INC. | -1.9% |