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
16
Number of overlapping holdings
23.9%
% of CGUS's 74 holdings also in SWP
37.2%
% of SWP's 43 holdings also in CGUS
Overlap by Weight
Sector Drift (CGUS minus SWP)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CGUS |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.5% | 5.9% | 5.9% |
|
APPLE INC | 4.2% | 3.3% | 3.3% |
|
BROADCOM INC. | 3.7% | 3.0% | 3.0% |
|
ELI LILLY & CO | 2.3% | 2.1% | 2.1% |
|
RTX CORP | 2.4% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CGUS Overweight Relative to SWP
|
META PLATFORMS INC | 5.4% |
|
AMAZON.COM INC | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
 |
ACCENTURE PLC-CL A | 2.0% |
|
AUTOMATIC DATA PROCESSING | 2.0% |
|
NVIDIA CORP | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.8% |
|
ALPHABET INC. CLASS C | 1.8% |
 |
BRITISH AMERICAN TOBACCO PLC | 1.7% |
|
GE HEALTHCARE TECHNOLOGIES INC. | 1.7% |
CGUS Underweight Relative to SWP
|
KINDER MORGAN INC | -2.5% |
|
CENCORA INC | -2.4% |
|
MEDTRONIC PLC | -2.3% |
|
TJX COMPANIES INC | -2.3% |
|
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
PHILIP MORRIS INTERNATIONAL | -2.2% |
|
DUKE ENERGY CORP | -2.2% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |
|
NEXTERA ENERGY GROUP | -2.0% |