Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SWP
45
HOLDINGS
29%
ALSO IN BDIV
BDIV
37
HOLDINGS
35%
ALSO IN SWP
SECTOR DRIFT (SWP minus BDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.7% | 8.2% | 6.7% |
|
APPLE INC | 4.9% | 5.6% | 4.9% |
|
BROADCOM INC. | 5.0% | 3.3% | 3.3% |
|
ALPHABET INC. CLASS A | 4.5% | 2.8% | 2.8% |
|
ORACLE CORP | 3.2% | 2.7% | 2.7% |
SWP Overweight Relative to BDIV
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
RTX CORP | 2.3% |
|
CITIGROUP INC | 2.3% |
|
CENCORA INC | 2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | 2.3% |
|
JEFFERIES FINANCIAL GROUP INC. | 2.3% |
|
DICK'S SPORTING GOODS INC | 2.2% |
|
EMERSON ELECTRIC CO | 2.2% |
|
FLOWSERVE CORP | 2.1% |
|
APPLIED INDUSTRIAL TECH INC | 2.1% |
SWP Underweight Relative to BDIV
 |
TRANE TECHNOLOGIES PLC | -3.9% |
|
MORGAN STANLEY | -3.1% |
|
CHEVRON CORP | -3.1% |
|
LAM RESEARCH CORP | -3.0% |
|
COSTCO WHOLESALE CORP | -2.8% |
|
CONSTELLATION ENERGY CORPORATION | -2.7% |
|
JOHNSON & JOHNSON | -2.6% |
|
VISA INC. CLASS A | -2.6% |
|
CRH PLC | -2.6% |
|
MCKESSON CORP | -2.5% |