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
32%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SWP
48
HOLDINGS
25%
ALSO IN BDIV
BDIV
36
HOLDINGS
33%
ALSO IN SWP
SECTOR DRIFT (SWP minus BDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.8% | 6.2% | 5.8% |
|
APPLE INC | 3.6% | 5.1% | 3.6% |
|
ALPHABET INC. CLASS A | 4.0% | 3.0% | 3.0% |
|
BROADCOM INC. | 3.5% | 2.8% | 2.8% |
|
PHILIP MORRIS INTERNATIONAL | 2.7% | 3.4% | 2.7% |
SWP Overweight Relative to BDIV
|
ORACLE CORP | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
PROLOGIS INC | 2.7% |
|
CENCORA INC | 2.4% |
|
META PLATFORMS INC | 2.4% |
 |
STMICROELECTRONICS NV-NY SHS | 2.3% |
|
RTX CORP | 2.3% |
|
TOLL BROTHERS INC | 2.3% |
|
EMERSON ELECTRIC CO | 2.1% |
 |
ASTRAZENECA PLC | 2.1% |
SWP Underweight Relative to BDIV
|
LAM RESEARCH CORP | -4.0% |
|
CHEVRON CORP | -3.8% |
 |
TRANE TECHNOLOGIES PLC | -3.6% |
|
JOHNSON & JOHNSON | -3.3% |
|
COSTCO WHOLESALE CORP | -3.1% |
|
MORGAN STANLEY | -2.9% |
|
MCKESSON CORP | -2.9% |
|
LINDE PLC | -2.8% |
|
WASTE MANAGEMENT INC | -2.5% |
|
WEC ENERGY GROUP INC | -2.5% |