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
35%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
HGRO
50
HOLDINGS
27%
ALSO IN SWP
SWP
45
HOLDINGS
29%
ALSO IN HGRO
SECTOR DRIFT (HGRO minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in HGRO |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.4% | 6.7% | 6.7% |
|
APPLE INC | 9.0% | 4.9% | 4.9% |
|
ALPHABET INC. CLASS A | 7.5% | 4.5% | 4.5% |
|
BROADCOM INC. | 4.1% | 5.0% | 4.1% |
|
JPMORGAN CHASE & CO | 2.5% | 2.5% | 2.5% |
HGRO Overweight Relative to SWP
|
NVIDIA CORP | 9.2% |
|
AMAZON.COM INC | 5.1% |
|
APPLE INC | 4.0% |
|
ALPHABET INC. CLASS A | 2.9% |
|
SNOWFLAKE, INC. CLASS A | 2.4% |
|
GE AEROSPACE | 2.3% |
|
THERMO FISHER SCIENTIFIC INC | 2.0% |
|
WELLS FARGO & CO | 1.9% |
|
NETFLIX INC | 1.8% |
|
MICROSOFT CORP | 1.7% |
HGRO Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
ORACLE CORP | -3.2% |
|
RTX CORP | -2.3% |
|
CITIGROUP INC | -2.3% |
|
CENCORA INC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.3% |
|
PHILIP MORRIS INTERNATIONAL | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |