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
14
# OF OVERLAPPING
HOLDINGS
HIS
46
HOLDINGS
30%
ALSO IN SWP
SWP
45
HOLDINGS
31%
ALSO IN HIS
SECTOR DRIFT (HIS minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in HIS |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.0% | 5.7% | 5.7% |
|
APPLE INC | 6.5% | 4.2% | 4.2% |
|
ORACLE CORP | 3.9% | 3.8% | 3.8% |
|
ALPHABET INC. CLASS A | 6.1% | 3.6% | 3.6% |
|
BROADCOM INC. | 3.3% | 3.9% | 3.3% |
HIS Overweight Relative to SWP
|
NVIDIA CORP | 6.0% |
|
AMAZON.COM INC | 5.0% |
|
ADVANCED MICRO DEVICES | 4.2% |
|
UNITEDHEALTH GROUP INC | 3.6% |
|
PALO ALTO NETWORKS INC | 3.2% |
|
COSTCO WHOLESALE CORP | 2.6% |
|
ALPHABET INC. CLASS A | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
APPLE INC | 2.4% |
|
GILEAD SCIENCES INC | 2.2% |
HIS Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.2% |
|
META PLATFORMS INC | -3.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.6% |
|
UNITED RENTALS INC | -2.6% |
|
CITIGROUP INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.1% |
|
AMERICAN EXPRESS CO | -2.0% |
|
ABBVIE INC | -2.0% |
|
BLACKSTONE GROUP LP/THE | -2.0% |
|
RTX CORP | -1.9% |