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
26
Number of overlapping holdings
7.8%
% of VIG's 342 holdings also in SWP
60.5%
% of SWP's 43 holdings also in VIG
Overlap by Weight
Sector Drift (VIG minus SWP)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VIG |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.0% | 5.9% | 4.0% |
|
APPLE INC | 3.6% | 3.3% | 3.3% |
|
BROADCOM INC. | 3.9% | 3.0% | 3.0% |
|
JPMORGAN CHASE & CO | 3.6% | 2.3% | 2.3% |
|
ELI LILLY & CO | 3.6% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to SWP
|
EXXON MOBIL CORP | 2.6% |
|
COSTCO WHOLESALE CORP | 2.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.3% |
|
WAL-MART STORES INC | 2.2% |
|
PROCTER & GAMBLE CO/THE | 2.2% |
|
JOHNSON & JOHNSON | 2.1% |
|
ELI LILLY & CO | 1.5% |
|
COCA-COLA CO/THE | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
|
JPMORGAN CHASE & CO | 1.2% |
VIG Underweight Relative to SWP
|
PHILIP MORRIS INTERNATIONAL | -3.0% |
|
KINDER MORGAN INC | -2.5% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
TJX COMPANIES INC | -2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.3% |
|
DUKE ENERGY CORP | -2.2% |
|
DIGITAL REALTY TRUST INC | -2.1% |
|
CENCORA INC | -2.1% |
|
RTX CORP | -2.0% |