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
36%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
SWP
48
HOLDINGS
38%
ALSO IN CGDV
CGDV
58
HOLDINGS
35%
ALSO IN SWP
SECTOR DRIFT (SWP minus CGDV)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.8% | 5.6% | 5.6% |
|
BROADCOM INC. | 3.5% | 4.2% | 3.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.7% | 2.4% | 2.4% |
|
META PLATFORMS INC | 2.4% | 2.5% | 2.4% |
|
RTX CORP | 2.3% | 4.8% | 2.3% |
SWP Overweight Relative to CGDV
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
CENCORA INC | 2.4% |
|
TJX COMPANIES INC | 2.3% |
 |
STMICROELECTRONICS NV-NY SHS | 2.3% |
|
TOLL BROTHERS INC | 2.3% |
|
ORACLE CORP | 2.2% |
|
EMERSON ELECTRIC CO | 2.1% |
 |
ASTRAZENECA PLC | 2.1% |
|
AMERICAN EXPRESS CO | 2.1% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
SWP Underweight Relative to CGDV
|
NVIDIA CORP | -5.9% |
|
ELI LILLY & CO | -4.2% |
|
BRITISH AMERICAN TOBACCO PLC | -3.5% |
|
GE AEROSPACE | -3.4% |
|
APPLIED MATERIALS INC | -3.3% |
|
RTX CORP | -2.5% |
|
STARBUCKS CORP | -2.5% |
|
AMERICAN INTERNATIONAL GROUP | -2.3% |
|
CARRIER GLOBAL CORP. | -2.2% |
|
HALLIBURTON CO | -2.2% |