Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
37.8%
% of BDIV's 37 holdings also in SWP
29.8%
% of SWP's 47 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV minus SWP)
Overlapping Holdings
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| Company | Weight in BDIV |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.5% | 5.4% | 5.4% |
|
APPLE INC | 5.7% | 3.4% | 3.4% |
|
ORACLE CORP | 3.7% | 2.5% | 2.5% |
|
JPMORGAN CHASE & CO | 3.4% | 2.2% | 2.2% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to SWP
 |
TRANE TECHNOLOGIES PLC | 4.5% |
|
UNITEDHEALTH GROUP INC | 4.1% |
|
CHEVRON CORP | 3.5% |
|
T-MOBILE US, INC. | 3.2% |
|
COSTCO WHOLESALE CORP | 3.2% |
|
LOWE'S COS INC | 3.1% |
 |
LINDE PLC | 2.9% |
|
MORGAN STANLEY | 2.9% |
|
FERGUSON ENTERPRISES INC | 2.7% |
|
CRH PLC | 2.4% |
BDIV Underweight Relative to SWP
|
PNC FINANCIAL SERVICES GROUP | -3.2% |
|
GOLDMAN SACHS GROUP INC | -3.0% |
 |
LAZARD LTD-CL A | -2.9% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.4% |
|
STARBUCKS CORP | -2.3% |
|
KINDER MORGAN INC | -2.3% |
|
INTL BUSINESS MACHINES CORP | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |