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
34%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
LVDS
131
HOLDINGS
13%
ALSO IN SWP
SWP
48
HOLDINGS
33%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in LVDS |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.2% | 4.9% | 4.9% |
|
PROLOGIS INC | 4.8% | 2.5% | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 9.4% | 2.4% | 2.4% |
|
META PLATFORMS INC | 7.8% | 2.4% | 2.4% |
|
TJX COMPANIES INC | 4.7% | 2.3% | 2.3% |
LVDS Overweight Relative to SWP
|
ALPHABET INC. CLASS C | 17.6% |
|
WELLS FARGO & CO | 14.1% |
|
AMAZON.COM INC | 13.6% |
|
BANK OF AMERICA CORP | 12.9% |
|
EXXON MOBIL CORP | 12.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.6% |
|
MORGAN STANLEY | 8.5% |
|
JOHNSON & JOHNSON | 7.7% |
|
LOWE'S COS INC | 7.2% |
|
RTX CORP | 7.1% |
LVDS Underweight Relative to SWP
|
ALPHABET INC. CLASS A | -4.2% |
|
APPLE INC | -3.6% |
|
BROADCOM INC. | -3.6% |
|
ORACLE CORP | -3.6% |
|
JPMORGAN CHASE & CO | -2.6% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
TOLL BROTHERS INC | -2.3% |
|
FLOWSERVE CORP | -2.3% |
|
CENCORA INC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |