Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
CGCV
72
HOLDINGS
26%
ALSO IN SWP
SWP
41
HOLDINGS
46%
ALSO IN CGCV
SECTOR DRIFT (CGCV minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in CGCV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 5.7% | 5.7% |
|
BROADCOM INC. | 3.8% | 3.4% | 3.4% |
|
PHILIP MORRIS INTERNATIONAL | 3.6% | 3.2% | 3.2% |
|
APPLE INC | 2.9% | 4.8% | 2.9% |
|
ABBVIE INC | 2.9% | 2.7% | 2.7% |
CGCV Overweight Relative to SWP
|
CISCO SYSTEMS INC | 2.8% |
|
STARBUCKS CORP | 2.6% |
|
MONDELEZ INTERNATIONAL INC-A | 2.1% |
|
EXXON MOBIL HOLDING CORP | 2.1% |
|
GE AEROSPACE | 1.9% |
|
HOME DEPOT INC | 1.8% |
|
CENTERPOINT ENERGY INC | 1.8% |
|
COCA-COLA CO/THE | 1.8% |
 |
LINDE PLC | 1.5% |
|
CARRIER GLOBAL CORP. | 1.5% |
CGCV Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -4.0% |
|
UNITED RENTALS INC | -3.0% |
|
TJX COMPANIES INC | -2.8% |
|
ASTRAZENECA PLC | -2.7% |
|
EMERSON ELECTRIC CO | -2.6% |
|
BLACKSTONE GROUP LP/THE | -2.5% |
|
CENCORA INC | -2.3% |
 |
MEDTRONIC PLC | -2.3% |
|
BECTON DICKINSON AND CO | -2.2% |
|
AMERICAN EXPRESS CO | -2.2% |