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
32
# OF OVERLAPPING
HOLDINGS
STOX
164
HOLDINGS
20%
ALSO IN CGDV
CGDV
63
HOLDINGS
57%
ALSO IN STOX
SECTOR DRIFT (STOX minus CGDV)
OVERLAPPING HOLDINGS
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| Company | Weight in STOX |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.4% | 6.6% | 6.4% |
|
META PLATFORMS INC | 4.5% | 6.4% | 4.5% |
|
BROADCOM INC. | 4.4% | 4.9% | 4.4% |
|
ALPHABET INC. CLASS A | 6.2% | 3.3% | 3.3% |
|
APPLE INC | 3.5% | 2.7% | 2.7% |
STOX Overweight Relative to CGDV
|
NVIDIA CORP | 7.6% |
|
ALPHABET INC. CLASS A | 2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% |
|
WAL-MART STORES INC | 1.7% |
|
AMAZON.COM INC | 1.4% |
|
TESLA MOTORS INC | 1.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.2% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
JOHNSON & JOHNSON | 1.1% |
|
EXXON MOBIL CORP | 1.1% |
STOX Underweight Relative to CGDV
|
RTX CORP | -5.0% |
 |
BRITISH AMERICAN TOBACCO PLC | -4.4% |
|
GE AEROSPACE | -4.2% |
|
AMERICAN INTERNATIONAL GROUP | -3.8% |
|
CARRIER GLOBAL CORP. | -3.4% |
|
PHILIP MORRIS INTERNATIONAL | -3.3% |
|
LAS VEGAS SANDS CORP | -2.8% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -2.3% |
|
META PLATFORMS INC | -2.0% |
|
INTERNATIONAL PAPER CO | -1.8% |