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
12
# OF OVERLAPPING
HOLDINGS
SWP
45
HOLDINGS
27%
ALSO IN BDIV
BDIV
36
HOLDINGS
33%
ALSO IN SWP
SECTOR DRIFT (SWP minus BDIV)
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 SWP |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.7% | 6.2% | 5.7% |
|
APPLE INC | 4.2% | 6.0% | 4.2% |
|
ALPHABET INC. CLASS A | 3.6% | 4.5% | 3.6% |
|
BROADCOM INC. | 3.9% | 3.2% | 3.2% |
|
PHILIP MORRIS INTERNATIONAL | 2.6% | 3.3% | 2.6% |
SWP Overweight Relative to BDIV
|
ORACLE CORP | 3.8% |
|
INTL BUSINESS MACHINES CORP | 3.2% |
|
META PLATFORMS INC | 3.1% |
|
PROLOGIS INC | 2.7% |
|
UNITED RENTALS INC | 2.6% |
|
GOLDMAN SACHS GROUP INC | 2.3% |
|
CITIGROUP INC | 2.2% |
|
EMERSON ELECTRIC CO | 2.1% |
|
AMERICAN EXPRESS CO | 2.0% |
|
ABBVIE INC | 2.0% |
SWP Underweight Relative to BDIV
|
LAM RESEARCH CORP | -4.7% |
 |
TRANE TECHNOLOGIES PLC | -3.6% |
|
CHEVRON CORP | -3.4% |
|
MORGAN STANLEY | -3.0% |
|
JOHNSON & JOHNSON | -3.0% |
 |
LINDE PLC | -2.7% |
|
MUELLER INDUSTRIES INC | -2.6% |
|
TARGA RESOURCES CORP | -2.6% |
|
WEC ENERGY GROUP INC | -2.3% |
|
VISA INC. CLASS A | -2.3% |