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
30%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SWP
44
HOLDINGS
36%
ALSO IN YLDE
YLDE
57
HOLDINGS
33%
ALSO IN SWP
SECTOR DRIFT (SWP minus YLDE)
OVERLAPPING HOLDINGS
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| Company | Weight in SWP |
Weight in YLDE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.3% | 3.6% | 3.3% |
|
MICROSOFT CORP | 5.5% | 2.8% | 2.8% |
|
JPMORGAN CHASE & CO | 2.9% | 2.5% | 2.5% |
|
BROADCOM INC. | 4.1% | 2.5% | 2.5% |
|
UNION PACIFIC CORP | 2.0% | 2.3% | 2.0% |
SWP Overweight Relative to YLDE
|
PHILIP MORRIS INTERNATIONAL | 3.0% |
|
PROLOGIS INC | 2.9% |
|
UNITED RENTALS INC | 2.9% |
|
APPLE INC | 2.8% |
|
MICROSOFT CORP | 2.7% |
|
GOLDMAN SACHS GROUP INC | 2.5% |
|
INTL BUSINESS MACHINES CORP | 2.5% |
|
ABBVIE INC | 2.4% |
|
EMERSON ELECTRIC CO | 2.3% |
|
ELI LILLY & CO | 2.3% |
SWP Underweight Relative to YLDE
|
WILLIAMS COS INC | -4.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | -3.3% |
 |
NESTLE SA-SPONS ADR | -2.9% |
|
MARSH & MCLENNAN COS | -2.8% |
|
AIR PRODUCTS & CHEMICALS INC | -2.7% |
|
PUBLIC STORAGE | -2.6% |
 |
UNILEVER PLC-SPONSORED ADR | -2.6% |
|
TEXAS INSTRUMENTS INC | -2.5% |
|
OTIS WORLDWIDE CORPORATION | -2.4% |
|
CVS CAREMARK CORP | -2.2% |