Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
40.5%
% of BDIV's 37 holdings also in SWP
29.4%
% of SWP's 51 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 | 7.2% | 6.0% | 6.0% |
|
APPLE INC | 5.3% | 3.3% | 3.3% |
|
PHILIP MORRIS INTERNATIONAL | 3.8% | 2.9% | 2.9% |
|
TJX COMPANIES INC | 2.6% | 2.2% | 2.2% |
|
JPMORGAN CHASE & CO | 3.3% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to SWP
 |
TRANE TECHNOLOGIES PLC | 3.9% |
|
COSTCO WHOLESALE CORP | 3.6% |
|
CHEVRON CORP | 3.5% |
|
T-MOBILE US, INC. | 3.2% |
 |
LINDE PLC | 3.2% |
|
LOWE'S COS INC | 2.8% |
|
MCKESSON CORP | 2.7% |
|
CME GROUP INC | 2.5% |
|
MARSH & MCLENNAN COS | 2.4% |
|
MORGAN STANLEY | 2.4% |
BDIV Underweight Relative to SWP
|
SALESFORCE.COM INC | -2.5% |
|
KINDER MORGAN INC | -2.4% |
|
ASTRAZENECA PLC-SPONS ADR | -2.4% |
|
CENCORA INC | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.3% |
|
BAKER HUGHES COMPANY CLASS A | -2.3% |
|
DUKE ENERGY CORP | -2.2% |
|
SYSCO CORP | -2.1% |
|
ABBVIE INC | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |