Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
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
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| Company | Weight in BDIV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 4.0% | 4.0% |
|
APPLE INC | 5.5% | 3.8% | 3.8% |
|
ALPHABET INC. CLASS A | 3.1% | 4.0% | 3.1% |
|
BROADCOM INC. | 2.8% | 3.4% | 2.8% |
|
PHILIP MORRIS INTERNATIONAL | 3.5% | 2.7% | 2.7% |
BDIV Overweight Relative to SWP
|
LAM RESEARCH CORP | 4.3% |
 |
TRANE TECHNOLOGIES PLC | 3.7% |
|
CHEVRON CORP | 3.4% |
|
MORGAN STANLEY | 3.3% |
|
JOHNSON & JOHNSON | 3.2% |
|
COSTCO WHOLESALE CORP | 3.0% |
|
MCKESSON CORP | 2.8% |
|
LOWE'S COS INC | 2.7% |
|
PARKER HANNIFIN CORP | 2.6% |
 |
LINDE PLC | 2.5% |
BDIV Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
PROLOGIS INC | -2.6% |
|
FLOWSERVE CORP | -2.6% |
|
ORACLE CORP | -2.5% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.4% |
|
TOLL BROTHERS INC | -2.4% |
|
META PLATFORMS INC | -2.4% |
|
EMERSON ELECTRIC CO | -2.4% |
|
CENCORA INC | -2.4% |
|
APPLIED INDUSTRIAL TECH INC | -2.3% |