Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
17.7%
% of FDLO's 130 holdings also in SWP
51.2%
% of SWP's 43 holdings also in FDLO
Overlap by Weight
Sector Drift (FDLO minus SWP)
Overlapping Holdings
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| Company | Weight in FDLO |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 5.9% | 5.9% |
|
APPLE INC | 7.4% | 3.3% | 3.3% |
|
BROADCOM INC. | 2.4% | 3.0% | 2.4% |
|
ELI LILLY & CO | 1.7% | 2.1% | 1.7% |
|
JPMORGAN CHASE & CO | 1.7% | 2.3% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
FDLO Overweight Relative to SWP
|
APPLE INC | 4.1% |
|
AMAZON.COM INC | 3.7% |
|
ALPHABET INC. CLASS A | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
CISCO SYSTEMS INC | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.3% |
|
TEXAS INSTRUMENTS INC | 1.3% |
|
JOHNSON & JOHNSON | 1.2% |
|
ANALOG DEVICES INC | 1.2% |
 |
ACCENTURE PLC-CL A | 1.2% |
FDLO Underweight Relative to SWP
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.4% |
|
CENCORA INC | -2.4% |
|
MEDTRONIC PLC | -2.3% |
|
KINDER MORGAN INC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
RTX CORP | -2.0% |
|
NEXTERA ENERGY GROUP | -2.0% |
|
DIGITAL REALTY TRUST INC | -2.0% |