Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SWP
45
HOLDINGS
27%
ALSO IN RJDI
RJDI
37
HOLDINGS
32%
ALSO IN SWP
SECTOR DRIFT (SWP minus RJDI)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in RJDI |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 5.3% | 9.1% | 5.3% |
|
APPLE INC | 5.0% | 3.9% | 3.9% |
|
MICROSOFT CORP | 6.2% | 3.2% | 3.2% |
|
JPMORGAN CHASE & CO | 2.5% | 4.4% | 2.5% |
 |
MEDTRONIC PLC | 2.4% | 2.6% | 2.4% |
SWP Overweight Relative to RJDI
|
ALPHABET INC. CLASS A | 5.1% |
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
ORACLE CORP | 3.3% |
|
MICROSOFT CORP | 3.0% |
|
ELI LILLY & CO | 2.8% |
|
CENCORA INC | 2.4% |
|
JEFFERIES FINANCIAL GROUP INC. | 2.4% |
|
CITIGROUP INC | 2.3% |
|
RTX CORP | 2.2% |
|
FLOWSERVE CORP | 2.2% |
SWP Underweight Relative to RJDI
|
WAL-MART STORES INC | -4.5% |
|
WELLTOWER, INC. | -3.8% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -3.8% |
|
BROADCOM INC. | -3.8% |
|
ANALOG DEVICES INC | -3.8% |
|
TAPESTRY, INC. | -3.7% |
|
MOTOROLA SOLUTIONS | -3.6% |
|
MAIN STREET CAPITAL CORP | -3.2% |
|
CORNING INC | -2.9% |
|
JOHNSON & JOHNSON | -2.6% |