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 POWA
26.0%
% of POWA's 50 holdings also in SAWG
Overlap by Weight
Sector Drift (SAWG minus POWA)
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 POWA |
Overlap | |
|---|---|---|---|---|
 |
AUTOZONE INC | 2.4% | 2.3% | 2.3% |
|
HOME DEPOT INC | 2.0% | 1.9% | 1.9% |
|
MICROSOFT CORP | 8.2% | 1.9% | 1.9% |
|
AMETEK INC | 2.5% | 1.8% | 1.8% |
|
SERVICENOW INC | 1.9% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SAWG Overweight Relative to POWA
|
ALPHABET INC. CLASS A | 7.2% |
|
MICROSOFT CORP | 6.3% |
|
AMAZON.COM INC | 5.8% |
|
APPLE INC | 5.7% |
|
BROADCOM INC. | 4.1% |
|
NVIDIA CORP | 4.0% |
|
MCDONALD'S CORP | 2.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.5% |
|
ADOBE SYSTEMS INC | 2.5% |
|
ABBOTT LABORATORIES | 2.2% |
SAWG Underweight Relative to POWA
|
CENCORA INC | -2.5% |
|
MCKESSON CORP | -2.5% |
 |
BUNGE GLOBAL SA | -2.4% |
|
ROLLINS INC | -2.4% |
|
KROGER CO | -2.3% |
|
FASTENAL CO | -2.3% |
|
O'REILLY AUTOMOTIVE INC | -2.3% |
|
CARDINAL HEALTH INC | -2.3% |
|
DOLLAR TREE INC | -2.3% |
|
COCA-COLA CO/THE | -2.3% |