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
32%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BDIV
36
HOLDINGS
33%
ALSO IN SWP
SWP
48
HOLDINGS
25%
ALSO IN BDIV
SECTOR DRIFT (BDIV 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 BDIV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.2% | 5.8% | 5.8% |
|
APPLE INC | 5.1% | 3.6% | 3.6% |
|
ALPHABET INC. CLASS A | 3.0% | 4.0% | 3.0% |
|
BROADCOM INC. | 2.8% | 3.5% | 2.8% |
|
PHILIP MORRIS INTERNATIONAL | 3.4% | 2.7% | 2.7% |
BDIV Overweight Relative to SWP
|
LAM RESEARCH CORP | 4.0% |
|
CHEVRON CORP | 3.8% |
 |
TRANE TECHNOLOGIES PLC | 3.6% |
|
JOHNSON & JOHNSON | 3.3% |
|
COSTCO WHOLESALE CORP | 3.1% |
|
MORGAN STANLEY | 2.9% |
|
MCKESSON CORP | 2.9% |
 |
LINDE PLC | 2.8% |
|
WASTE MANAGEMENT INC | 2.5% |
|
WEC ENERGY GROUP INC | 2.5% |
BDIV Underweight Relative to SWP
|
ORACLE CORP | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
PROLOGIS INC | -2.7% |
|
CENCORA INC | -2.4% |
|
META PLATFORMS INC | -2.4% |
 |
STMICROELECTRONICS NV-NY SHS | -2.3% |
|
RTX CORP | -2.3% |
|
TOLL BROTHERS INC | -2.3% |
|
EMERSON ELECTRIC CO | -2.1% |
|
ASTRAZENECA PLC | -2.1% |