Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
FOWF
86
HOLDINGS
20%
ALSO IN GDFN
GDFN
29
HOLDINGS
59%
ALSO IN FOWF
SECTOR DRIFT (FOWF minus GDFN)
OVERLAPPING HOLDINGS
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| Company | Weight in FOWF |
Weight in GDFN |
Overlap | |
|---|---|---|---|---|
 |
BAE SYSTEMS PLC | 4.0% | 4.2% | 4.0% |
 |
LOCKHEED MARTIN CORP | 7.9% | 1.6% | 1.6% |
|
L3HARRIS TECHNOLOGIES INC | 3.7% | 1.5% | 1.5% |
|
RTX CORP | 7.6% | 1.4% | 1.4% |
|
GENERAL DYNAMICS CORP | 7.3% | 1.1% | 1.1% |
FOWF Overweight Relative to GDFN
|
BOEING CO | 7.3% |
|
LOCKHEED MARTIN CORP | 6.4% |
|
RTX CORP | 6.2% |
|
GENERAL DYNAMICS CORP | 6.2% |
|
NORTHROP GRUMMAN CORP | 5.4% |
|
SAIC INC | 2.5% |
|
L3HARRIS TECHNOLOGIES INC | 2.2% |
|
HONEYWELL INTERNATIONAL INC | 1.7% |
|
APPLIED MATERIALS INC | 0.8% |
|
DELL TECHNOLOGIES INC CLASS C | 0.8% |
FOWF Underweight Relative to GDFN
 |
ELBIT SYSTEMS LTD | -4.6% |
 |
HENSOLDT AG | -4.4% |
|
BABCOCK INTL GROUP PLC | -4.1% |
|
ROCKET LAB USA, INC. | -4.1% |
 |
INDRA SISTEMAS SA | -4.1% |
 |
DASSAULT AVIATION SA | -3.9% |
 |
SAAB CLASS B | -3.8% |
|
CHEMRING GROUP PLC | -3.8% |
|
QINETIQ GROUP PLC | -3.8% |
 |
AVIO SPA | -3.6% |