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
14
Number of overlapping holdings
25.5%
% of DVND's 57 holdings also in SWP
32.6%
% of SWP's 43 holdings also in DVND
Overlap by Weight
Sector Drift (DVND 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 DVND |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.6% | 5.9% | 3.6% |
|
BROADCOM INC. | 2.8% | 3.0% | 2.8% |
|
PHILIP MORRIS INTERNATIONAL | 2.4% | 3.0% | 2.4% |
|
APPLE INC | 2.4% | 3.3% | 2.4% |
 |
MEDTRONIC PLC | 2.3% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DVND Overweight Relative to SWP
|
CISCO SYSTEMS INC | 2.2% |
|
JOHNSON & JOHNSON | 2.2% |
|
WELLS FARGO & CO | 2.1% |
|
AT&T INC | 2.1% |
|
TEXAS INSTRUMENTS INC | 1.9% |
|
VERIZON COMMUNICATIONS INC | 1.9% |
|
BANK OF AMERICA CORP | 1.9% |
|
STANLEY BLACK & DECKER | 1.9% |
|
YUM! BRANDS INC | 1.8% |
|
3M CO | 1.8% |
DVND 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% |
|
JPMORGAN CHASE & CO | -2.3% |
|
MICROSOFT CORP | -2.3% |
|
TJX COMPANIES INC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
ELI LILLY & CO | -2.1% |