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
32
Number of overlapping holdings
31.7%
% of EQWL's 101 holdings also in CGDV
62.7%
% of CGDV's 56 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus CGDV)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in CGDV |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 1.3% | 1.5% | 1.3% |
|
BROADCOM INC. | 1.3% | 2.2% | 1.3% |
|
CAPITAL ONE FINANCIAL CORP | 1.3% | 2.3% | 1.3% |
|
META PLATFORMS INC | 1.1% | 4.0% | 1.1% |
|
JPMORGAN CHASE & CO | 1.1% | 1.8% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to CGDV
|
TESLA MOTORS INC | 1.8% |
|
BOOKING HOLDINGS INC. | 1.3% |
|
WELLS FARGO & CO | 1.3% |
|
NETFLIX INC | 1.3% |
|
PAYPAL HOLDINGS INC | 1.2% |
|
MORGAN STANLEY | 1.2% |
|
SCHWAB (CHARLES) CORP | 1.2% |
|
EMERSON ELECTRIC CO | 1.2% |
|
WALT DISNEY CO/THE | 1.2% |
|
CITIGROUP INC | 1.2% |
EQWL Underweight Relative to CGDV
|
MICROSOFT CORP | -4.0% |
|
RTX CORP | -4.0% |
|
CARRIER GLOBAL CORP. | -3.9% |
|
GE AEROSPACE | -3.4% |
|
APPLE INC | -3.1% |
|
AMERICAN INTERNATIONAL GROUP | -3.0% |
|
META PLATFORMS INC | -2.8% |
|
PHILIP MORRIS INTERNATIONAL | -2.6% |
 |
BRITISH AMERICAN TOBACCO PLC | -2.2% |
|
UNITED RENTALS INC | -2.2% |