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
18
Number of overlapping holdings
16.8%
% of FDRR's 125 holdings also in SWP
41.9%
% of SWP's 43 holdings also in FDRR
Overlap by Weight
Sector Drift (FDRR minus SWP)
Overlapping Holdings
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| Company | Weight in FDRR |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.2% | 5.9% | 5.9% |
|
APPLE INC | 7.5% | 3.3% | 3.3% |
|
BROADCOM INC. | 2.5% | 3.0% | 2.5% |
|
ELI LILLY & CO | 2.0% | 2.1% | 2.0% |
|
JPMORGAN CHASE & CO | 2.0% | 2.3% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
FDRR Overweight Relative to SWP
|
NVIDIA CORP | 5.9% |
|
APPLE INC | 4.2% |
|
META PLATFORMS INC | 2.5% |
|
ALPHABET INC. CLASS A | 2.2% |
|
JOHNSON & JOHNSON | 1.6% |
|
CISCO SYSTEMS INC | 1.5% |
|
MCDONALD'S CORP | 1.4% |
|
TEXAS INSTRUMENTS INC | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
MERCK & CO. INC. | 1.3% |
FDRR 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% |
 |
MEDTRONIC PLC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.1% |
|
ORACLE CORP | -2.0% |
|
ROPER TECHNOLOGIES, INC. | -1.9% |