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
36%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
JQTY
99
HOLDINGS
20%
ALSO IN SWP
SWP
41
HOLDINGS
49%
ALSO IN JQTY
SECTOR DRIFT (JQTY minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in JQTY |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.9% | 5.7% | 4.9% |
|
APPLE INC | 4.9% | 4.8% | 4.8% |
|
NVIDIA CORP | 4.4% | 4.0% | 4.0% |
|
ALPHABET INC. CLASS A | 3.2% | 2.8% | 2.8% |
|
META PLATFORMS INC | 2.5% | 3.3% | 2.5% |
JQTY Overweight Relative to SWP
|
AMAZON.COM INC | 3.4% |
|
VISA INC. CLASS A | 1.9% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
|
JOHNSON & JOHNSON | 1.6% |
|
COCA-COLA CO/THE | 1.3% |
|
COSTCO WHOLESALE CORP | 1.3% |
|
PROCTER & GAMBLE CO/THE | 1.3% |
|
PALO ALTO NETWORKS INC | 1.2% |
|
THERMO FISHER SCIENTIFIC INC | 1.2% |
|
CISCO SYSTEMS INC | 1.2% |
JQTY Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.0% |
|
JPMORGAN CHASE & CO | -2.8% |
 |
ASTRAZENECA PLC | -2.7% |
|
PROLOGIS INC | -2.5% |
|
UNITED RENTALS INC | -2.4% |
 |
MEDTRONIC PLC | -2.3% |
|
RTX CORP | -2.2% |
|
BECTON DICKINSON AND CO | -2.2% |
|
TJX COMPANIES INC | -2.2% |
|
BLACKROCK INC | -2.1% |