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
12
# OF OVERLAPPING
HOLDINGS
SWP
41
HOLDINGS
29%
ALSO IN RJDI
RJDI
35
HOLDINGS
34%
ALSO IN SWP
SECTOR DRIFT (SWP minus RJDI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SWP |
Weight in RJDI |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.8% | 4.2% | 4.2% |
|
MICROSOFT CORP | 5.7% | 3.6% | 3.6% |
|
BROADCOM INC. | 3.4% | 6.3% | 3.4% |
|
PHILIP MORRIS INTERNATIONAL | 3.2% | 3.2% | 3.2% |
|
JPMORGAN CHASE & CO | 2.8% | 4.1% | 2.8% |
SWP Overweight Relative to RJDI
|
INTL BUSINESS MACHINES CORP | 4.0% |
|
NVIDIA CORP | 4.0% |
|
META PLATFORMS INC | 3.3% |
|
UNITED RENTALS INC | 3.0% |
|
TJX COMPANIES INC | 2.8% |
|
ALPHABET INC. CLASS A | 2.8% |
 |
ASTRAZENECA PLC | 2.7% |
|
ELI LILLY & CO | 2.6% |
|
EMERSON ELECTRIC CO | 2.6% |
|
PROLOGIS INC | 2.5% |
SWP Underweight Relative to RJDI
|
ANALOG DEVICES INC | -5.1% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -4.2% |
|
WELLTOWER, INC. | -3.7% |
|
MOTOROLA SOLUTIONS | -3.5% |
|
TAPESTRY, INC. | -3.2% |
|
MERCK & CO. INC. | -3.0% |
|
JOHNSON & JOHNSON | -2.9% |
|
BROADCOM INC. | -2.9% |
 |
EATON CORP PLC | -2.8% |
|
ENERGY TRANSFER, L.P. | -2.5% |