Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
35%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CGDV
58
HOLDINGS
29%
ALSO IN SWP
SWP
45
HOLDINGS
36%
ALSO IN CGDV
SECTOR DRIFT (CGDV minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in CGDV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.6% | 6.7% | 6.6% |
|
BROADCOM INC. | 4.9% | 5.0% | 4.9% |
|
ALPHABET INC. CLASS A | 3.3% | 4.5% | 3.3% |
|
APPLE INC | 2.7% | 4.9% | 2.7% |
|
RTX CORP | 5.5% | 2.3% | 2.3% |
CGDV Overweight Relative to SWP
|
META PLATFORMS INC | 6.4% |
|
GE AEROSPACE | 4.6% |
 |
BRITISH AMERICAN TOBACCO PLC | 4.4% |
|
AMERICAN INTERNATIONAL GROUP | 3.8% |
|
CARRIER GLOBAL CORP. | 3.4% |
|
RTX CORP | 3.2% |
|
LAS VEGAS SANDS CORP | 2.8% |
|
GE HEALTHCARE TECHNOLOGIES INC. | 2.3% |
|
UNITEDHEALTH GROUP INC | 2.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.9% |
CGDV Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
CITIGROUP INC | -2.3% |
|
CENCORA INC | -2.3% |
|
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.3% |
|
APPLE INC | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |
|
BLACKROCK INC | -2.2% |
|
FLOWSERVE CORP | -2.1% |