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
30%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
OEF
101
HOLDINGS
23%
ALSO IN SWP
SWP
48
HOLDINGS
48%
ALSO IN OEF
SECTOR DRIFT (OEF minus SWP)
OVERLAPPING HOLDINGS
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| Company | Weight in OEF |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.3% | 4.9% | 4.9% |
|
ALPHABET INC. CLASS A | 4.5% | 4.2% | 4.2% |
|
APPLE INC | 9.0% | 3.6% | 3.6% |
|
BROADCOM INC. | 3.8% | 3.6% | 3.6% |
|
META PLATFORMS INC | 3.3% | 2.4% | 2.4% |
OEF Overweight Relative to SWP
|
NVIDIA CORP | 10.5% |
|
AMAZON.COM INC | 5.6% |
|
APPLE INC | 5.4% |
|
ALPHABET INC. CLASS C | 3.6% |
|
MICROSOFT CORP | 3.5% |
|
TESLA MOTORS INC | 2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
VISA INC. CLASS A | 1.4% |
|
EXXON MOBIL CORP | 1.2% |
|
WAL-MART STORES INC | 1.2% |
OEF Underweight Relative to SWP
|
ORACLE CORP | -2.8% |
|
INTL BUSINESS MACHINES CORP | -2.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.6% |
|
PROLOGIS INC | -2.5% |
|
TOLL BROTHERS INC | -2.3% |
|
FLOWSERVE CORP | -2.3% |
|
TJX COMPANIES INC | -2.3% |
|
CENCORA INC | -2.2% |
|
BLACKSTONE GROUP LP/THE | -2.2% |
|
APPLIED INDUSTRIAL TECH INC | -2.2% |