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
16
# OF OVERLAPPING
HOLDINGS
SWP
45
HOLDINGS
36%
ALSO IN CGDV
CGDV
63
HOLDINGS
29%
ALSO IN SWP
SECTOR DRIFT (SWP minus CGDV)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.8% | 6.6% | 6.6% |
|
BROADCOM INC. | 4.8% | 4.9% | 4.8% |
|
ALPHABET INC. CLASS A | 4.2% | 3.3% | 3.3% |
|
APPLE INC | 4.7% | 2.7% | 2.7% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% | 4.1% | 2.5% |
SWP Overweight Relative to CGDV
|
INTL BUSINESS MACHINES CORP | 3.3% |
|
ORACLE CORP | 2.5% |
|
BLACKROCK INC | 2.4% |
 |
ASTRAZENECA PLC-SPONS ADR | 2.4% |
|
DICK'S SPORTING GOODS INC | 2.3% |
|
CITIGROUP INC | 2.2% |
|
CENCORA INC | 2.2% |
|
BLACKSTONE GROUP LP/THE | 2.2% |
|
TJX COMPANIES INC | 2.1% |
|
NEXTERA ENERGY GROUP | 2.1% |
SWP Underweight Relative to CGDV
|
META PLATFORMS INC | -6.4% |
|
GE AEROSPACE | -4.6% |
|
BRITISH AMERICAN TOBACCO PLC | -4.4% |
|
AMERICAN INTERNATIONAL GROUP | -3.8% |
|
RTX CORP | -3.4% |
|
CARRIER GLOBAL CORP. | -3.4% |
|
LAS VEGAS SANDS CORP | -2.8% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -2.3% |
|
UNITEDHEALTH GROUP INC | -2.2% |
|
INTERNATIONAL PAPER CO | -1.8% |