Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
CGDV
58
HOLDINGS
33%
ALSO IN SWP
SWP
48
HOLDINGS
35%
ALSO IN CGDV
SECTOR DRIFT (CGDV minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in CGDV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.6% | 4.9% | 4.9% |
|
BROADCOM INC. | 4.2% | 3.6% | 3.6% |
|
META PLATFORMS INC | 2.5% | 2.4% | 2.4% |
|
PHILIP MORRIS INTERNATIONAL | 2.4% | 2.4% | 2.4% |
|
JPMORGAN CHASE & CO | 2.3% | 2.6% | 2.3% |
CGDV Overweight Relative to SWP
|
NVIDIA CORP | 5.9% |
|
ELI LILLY & CO | 4.2% |
 |
BRITISH AMERICAN TOBACCO PLC | 3.5% |
|
GE AEROSPACE | 3.4% |
|
APPLIED MATERIALS INC | 3.3% |
|
RTX CORP | 2.8% |
|
STARBUCKS CORP | 2.5% |
|
AMERICAN INTERNATIONAL GROUP | 2.3% |
|
CARRIER GLOBAL CORP. | 2.2% |
|
HALLIBURTON CO | 2.2% |
CGDV Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
ORACLE CORP | -2.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
TOLL BROTHERS INC | -2.3% |
|
FLOWSERVE CORP | -2.3% |
|
TJX COMPANIES INC | -2.3% |
|
CENCORA INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |
|
BLACKSTONE GROUP LP/THE | -2.2% |
|
APPLIED INDUSTRIAL TECH INC | -2.2% |