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
14
# OF OVERLAPPING
HOLDINGS
HGRO
51
HOLDINGS
27%
ALSO IN SWP
SWP
49
HOLDINGS
29%
ALSO IN HGRO
SECTOR DRIFT (HGRO minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in HGRO |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 4.9% | 4.9% |
|
ALPHABET INC. CLASS A | 7.8% | 3.9% | 3.9% |
|
APPLE INC | 9.3% | 3.9% | 3.9% |
|
BROADCOM INC. | 3.5% | 3.8% | 3.5% |
|
JPMORGAN CHASE & CO | 3.0% | 2.5% | 2.5% |
HGRO Overweight Relative to SWP
|
NVIDIA CORP | 7.9% |
|
AMAZON.COM INC | 6.2% |
|
APPLE INC | 5.4% |
|
ALPHABET INC. CLASS A | 3.9% |
|
PARKER HANNIFIN CORP | 2.3% |
|
WELLS FARGO & CO | 2.3% |
|
MORGAN STANLEY | 2.2% |
|
WAL-MART STORES INC | 2.0% |
|
THERMO FISHER SCIENTIFIC INC | 1.9% |
|
GE AEROSPACE | 1.6% |
HGRO Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
ORACLE CORP | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
META PLATFORMS INC | -2.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.3% |
|
CENCORA INC | -2.3% |
 |
MEDTRONIC PLC | -2.3% |
|
RTX CORP | -2.3% |
|
TOLL BROTHERS INC | -2.2% |
|
FLOWSERVE CORP | -2.2% |