Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
30.9%
% of DVND's 57 holdings also in SWP
33.3%
% of SWP's 51 holdings also in DVND
Overlap by Weight
Sector Drift (DVND minus SWP)
Overlapping Holdings
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| Company | Weight in DVND |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.6% | 6.0% | 3.6% |
|
BROADCOM INC. | 2.8% | 2.6% | 2.6% |
|
PHILIP MORRIS INTERNATIONAL | 2.4% | 2.9% | 2.4% |
|
APPLE INC | 2.4% | 3.3% | 2.4% |
 |
MEDTRONIC PLC | 2.3% | 2.4% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DVND Overweight Relative to SWP
|
CISCO SYSTEMS INC | 2.2% |
|
JOHNSON & JOHNSON | 2.2% |
|
WELLS FARGO & CO | 2.1% |
|
AT&T INC | 2.1% |
|
TEXAS INSTRUMENTS INC | 1.9% |
|
BANK OF AMERICA CORP | 1.9% |
|
STANLEY BLACK & DECKER | 1.9% |
|
YUM! BRANDS INC | 1.8% |
|
EXXON MOBIL CORP | 1.8% |
|
3M CO | 1.8% |
DVND Underweight Relative to SWP
|
SALESFORCE.COM INC | -2.5% |
|
KINDER MORGAN INC | -2.4% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.4% |
|
CENCORA INC | -2.4% |
|
MICROSOFT CORP | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.3% |
|
BAKER HUGHES COMPANY CLASS A | -2.3% |
|
TJX COMPANIES INC | -2.2% |
|
JPMORGAN CHASE & CO | -2.2% |
|
ABBVIE INC | -2.1% |