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
39%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CGDV
58
HOLDINGS
31%
ALSO IN SWP
SWP
42
HOLDINGS
38%
ALSO IN CGDV
SECTOR DRIFT (CGDV minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in CGDV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.2% | 5.3% | 5.2% |
|
NVIDIA CORP | 6.3% | 4.3% | 4.3% |
|
BROADCOM INC. | 5.4% | 3.7% | 3.7% |
|
ALPHABET INC. CLASS A | 3.8% | 3.4% | 3.4% |
|
META PLATFORMS INC | 3.6% | 3.3% | 3.3% |
CGDV Overweight Relative to SWP
|
APPLIED MATERIALS INC | 4.3% |
|
ROYAL CARIBBEAN CRUISES LTD | 4.1% |
|
GE AEROSPACE | 3.5% |
|
CARRIER GLOBAL CORP. | 3.1% |
|
CISCO SYSTEMS INC | 3.0% |
 |
BRITISH AMERICAN TOBACCO PLC | 2.5% |
|
STARBUCKS CORP | 2.4% |
|
WELLS FARGO & CO | 2.2% |
|
LINDE PLC | 2.1% |
|
NVIDIA CORP | 2.0% |
CGDV Underweight Relative to SWP
|
INTL BUSINESS MACHINES CORP | -3.6% |
|
BLACKSTONE GROUP LP/THE | -2.8% |
|
UNITED RENTALS INC | -2.5% |
|
GOLDMAN SACHS GROUP INC | -2.4% |
|
EMERSON ELECTRIC CO | -2.3% |
|
CITIGROUP INC | -2.3% |
|
APPLE INC | -2.2% |
|
ASTRAZENECA PLC | -2.2% |
|
CENCORA INC | -2.2% |
|
BLACKROCK INC | -2.1% |