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
19
Number of overlapping holdings
28.4%
% of CGUS's 74 holdings also in SWP
37.3%
% of SWP's 51 holdings also in CGUS
Overlap by Weight
Sector Drift (CGUS minus SWP)
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 CGUS |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.5% | 6.0% | 6.0% |
|
APPLE INC | 4.2% | 3.3% | 3.3% |
|
BROADCOM INC. | 3.7% | 2.6% | 2.6% |
|
ABBVIE INC | 2.1% | 2.1% | 2.1% |
|
JPMORGAN CHASE & CO | 2.0% | 2.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CGUS Overweight Relative to SWP
|
META PLATFORMS INC | 5.4% |
|
AMAZON.COM INC | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
AUTOMATIC DATA PROCESSING | 2.0% |
|
NVIDIA CORP | 1.9% |
|
ALPHABET INC. CLASS C | 1.8% |
 |
BRITISH AMERICAN TOBACCO PLC | 1.7% |
|
GE HEALTHCARE TECHNOLOGIES INC. | 1.7% |
|
VERTEX PHARMACEUTICALS INC | 1.5% |
|
UNITEDHEALTH GROUP INC | 1.5% |
CGUS Underweight Relative to SWP
|
KINDER MORGAN INC | -2.4% |
 |
MEDTRONIC PLC | -2.4% |
|
ASTRAZENECA PLC-SPONS ADR | -2.4% |
|
CENCORA INC | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.3% |
|
TJX COMPANIES INC | -2.2% |
|
DUKE ENERGY CORP | -2.2% |
|
SYSCO CORP | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |