Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
CGUS
75
HOLDINGS
22%
ALSO IN SWP
SWP
45
HOLDINGS
33%
ALSO IN CGUS
SECTOR DRIFT (CGUS minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in CGUS |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.2% | 6.7% | 6.7% |
|
BROADCOM INC. | 6.3% | 5.0% | 5.0% |
|
APPLE INC | 4.2% | 4.9% | 4.2% |
|
ALPHABET INC. CLASS A | 3.6% | 4.5% | 3.6% |
|
JPMORGAN CHASE & CO | 2.4% | 2.5% | 2.4% |
CGUS Overweight Relative to SWP
|
META PLATFORMS INC | 6.5% |
|
AMAZON.COM INC | 4.7% |
|
NVIDIA CORP | 2.7% |
 |
BRITISH AMERICAN TOBACCO PLC | 2.4% |
|
ALPHABET INC. CLASS C | 2.3% |
|
UNITEDHEALTH GROUP INC | 2.2% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
GE AEROSPACE | 1.9% |
|
AUTOMATIC DATA PROCESSING | 1.9% |
|
GENERAL DYNAMICS CORP | 1.6% |
CGUS Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
ORACLE CORP | -3.2% |
|
CITIGROUP INC | -2.3% |
|
CENCORA INC | -2.3% |
|
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.3% |
|
DICK'S SPORTING GOODS INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |
|
FLOWSERVE CORP | -2.1% |
 |
MEDTRONIC PLC | -2.1% |