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
ZECP
62
HOLDINGS
26%
ALSO IN SWP
SWP
49
HOLDINGS
33%
ALSO IN ZECP
SECTOR DRIFT (ZECP minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in ZECP |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.9% | 4.9% | 4.9% |
|
ALPHABET INC. CLASS A | 6.2% | 3.9% | 3.9% |
|
APPLE INC | 6.6% | 3.9% | 3.9% |
|
JPMORGAN CHASE & CO | 3.4% | 2.5% | 2.5% |
|
ORACLE CORP | 2.0% | 3.4% | 2.0% |
ZECP Overweight Relative to SWP
|
NETFLIX INC | 3.4% |
|
WAL-MART STORES INC | 3.0% |
|
CATERPILLAR INC | 2.9% |
|
APPLE INC | 2.8% |
|
ROYAL CARIBBEAN CRUISES LTD | 2.7% |
|
HOME DEPOT INC | 2.6% |
|
SYNOPSYS INC | 2.6% |
|
PROCTER & GAMBLE CO/THE | 2.6% |
|
ALPHABET INC. CLASS A | 2.3% |
|
HARTFORD FINANCIAL SVCS GRP | 2.1% |
ZECP Underweight Relative to SWP
|
BROADCOM INC. | -3.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
INTL BUSINESS MACHINES CORP | -2.5% |
|
META PLATFORMS INC | -2.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.3% |
|
CENCORA INC | -2.3% |
 |
MEDTRONIC PLC | -2.3% |
|
TOLL BROTHERS INC | -2.2% |
|
FLOWSERVE CORP | -2.2% |
|
APPLIED INDUSTRIAL TECH INC | -2.1% |