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   

128

Number of overlapping holdings

49.6%

% of ESG's 265 holdings also in RAFE

57.1%

% of RAFE's 231 holdings also in ESG

Overlap by Weight
Sector Drift (ESG minus RAFE)
Overlapping Holdings

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Company Weight
in ESG
Weight
in RAFE
Overlap
APPLE INC 5.1% 6.0% 5.1%
MICROSOFT CORP 4.7% 4.9% 4.7%
JPMORGAN CHASE & CO 3.3% 3.1% 3.1%
PROCTER & GAMBLE CO/THE 1.9% 2.4% 1.9%
JOHNSON & JOHNSON 1.7% 2.4% 1.7%

Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to RAFE
AMAZON.COM INC 4.9%
META PLATFORMS INC 4.7%
TESLA MOTORS INC 3.4%
BERKSHIRE HATHAWAY INC-CL B 2.9%
EXXON MOBIL CORP 2.3%
WAL-MART STORES INC 1.9%
ELI LILLY & CO 1.6%
VISA INC. CLASS A 1.3%
BROADCOM INC. 1.3%
BANK OF AMERICA CORP 1.2%
ESG Underweight Relative to RAFE
WELLS FARGO & CO -2.0%
AT&T INC -1.9%
INTEL CORP -1.8%
PFIZER INC -1.8%
CITIGROUP INC -1.7%
CISCO SYSTEMS INC -1.6%
VERIZON COMMUNICATIONS INC -1.5%
BRISTOL-MYERS SQUIBB CO -1.4%
ABBVIE INC -1.4%
GENERAL MOTORS CO -1.3%
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