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
OVERLAP
33%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
GROZ
41
HOLDINGS
30%
ALSO IN SWP
SWP
43
HOLDINGS
28%
ALSO IN GROZ
SECTOR DRIFT (GROZ minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in GROZ |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.6% | 5.6% | 5.6% |
|
APPLE INC | 14.4% | 4.7% | 4.7% |
|
BROADCOM INC. | 9.3% | 3.9% | 3.9% |
|
ALPHABET INC. CLASS A | 8.1% | 3.6% | 3.6% |
|
META PLATFORMS INC | 4.3% | 3.5% | 3.5% |
GROZ Overweight Relative to SWP
|
NVIDIA CORP | 14.4% |
|
APPLE INC | 9.6% |
|
AMAZON.COM INC | 7.2% |
|
TESLA MOTORS INC | 5.9% |
|
BROADCOM INC. | 5.3% |
|
LAM RESEARCH CORP | 4.9% |
|
ALPHABET INC. CLASS A | 4.5% |
|
CASEY'S GENERAL STORES INC | 4.3% |
|
COSTCO WHOLESALE CORP | 3.7% |
|
DELL TECHNOLOGIES INC CLASS C | 3.6% |
GROZ Underweight Relative to SWP
|
PHILIP MORRIS INTERNATIONAL | -3.0% |
|
PROLOGIS INC | -3.0% |
|
JPMORGAN CHASE & CO | -2.8% |
|
UNITED RENTALS INC | -2.6% |
|
INTL BUSINESS MACHINES CORP | -2.5% |
|
AMERICAN EXPRESS CO | -2.4% |
|
BLACKSTONE GROUP LP/THE | -2.3% |
|
CITIGROUP INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |
|
NEXTERA ENERGY GROUP | -2.2% |