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
13
Number of overlapping holdings
28.9%
% of SAWG's 45 holdings also in MOTE
21.0%
% of MOTE's 65 holdings also in SAWG
Overlap by Weight
Sector Drift (SAWG minus MOTE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SAWG |
Weight in MOTE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 7.2% | 2.3% | 2.3% |
|
ADOBE SYSTEMS INC | 2.5% | 2.0% | 2.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.5% | 1.7% | 1.7% |
|
SERVICENOW INC | 1.9% | 1.5% | 1.5% |
|
WORKDAY INC-CLASS A | 1.9% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SAWG Overweight Relative to MOTE
|
MICROSOFT CORP | 7.0% |
|
AMAZON.COM INC | 5.8% |
|
APPLE INC | 5.7% |
|
ALPHABET INC. CLASS A | 4.9% |
|
BROADCOM INC. | 4.1% |
|
NVIDIA CORP | 4.0% |
|
MCDONALD'S CORP | 2.8% |
|
AMETEK INC | 2.5% |
|
AUTOZONE INC | 2.4% |
|
ABBOTT LABORATORIES | 2.2% |
SAWG Underweight Relative to MOTE
|
VEEVA SYSTEMS INC-CLASS A | -3.1% |
|
TYLER TECHNOLOGIES INC | -3.0% |
|
YUM! BRANDS INC | -3.0% |
 |
ALLEGION PLC | -2.8% |
|
EQUIFAX INC | -2.5% |
|
MASCO CORP | -2.4% |
|
TRANSUNION | -2.4% |
|
INTL FLAVORS & FRAGRANCES | -2.3% |
|
WALT DISNEY CO/THE | -2.3% |
|
THERMO FISHER SCIENTIFIC INC | -2.3% |