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
33%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ZECP
62
HOLDINGS
25%
ALSO IN SWP
SWP
43
HOLDINGS
35%
ALSO IN ZECP
SECTOR DRIFT (ZECP minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in ZECP |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.3% | 5.6% | 5.6% |
|
APPLE INC | 8.2% | 4.7% | 4.7% |
|
ALPHABET INC. CLASS A | 8.0% | 3.6% | 3.6% |
|
JPMORGAN CHASE & CO | 3.5% | 2.8% | 2.8% |
|
AMERICAN EXPRESS CO | 2.7% | 2.4% | 2.4% |
ZECP Overweight Relative to SWP
|
CATERPILLAR INC | 5.3% |
|
ALPHABET INC. CLASS A | 4.5% |
|
APPLE INC | 3.5% |
|
APPLIED MATERIALS INC | 3.1% |
|
CISCO SYSTEMS INC | 2.2% |
|
PROCTER & GAMBLE CO/THE | 2.2% |
|
CARDINAL HEALTH INC | 2.1% |
|
AMERICAN ELECTRIC POWER | 2.1% |
|
HOME DEPOT INC | 1.9% |
|
EMCOR GROUP INC | 1.9% |
ZECP Underweight Relative to SWP
|
BROADCOM INC. | -3.9% |
|
META PLATFORMS INC | -3.5% |
|
PHILIP MORRIS INTERNATIONAL | -3.0% |
|
UNITED RENTALS INC | -2.6% |
|
GOLDMAN SACHS GROUP INC | -2.5% |
|
ABBVIE INC | -2.3% |
|
BLACKSTONE GROUP LP/THE | -2.3% |
|
CITIGROUP INC | -2.2% |
|
PROLOGIS INC | -2.2% |
|
NEXTERA ENERGY GROUP | -2.2% |