Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
18.7%
% of FDRR's 125 holdings also in SWP
39.2%
% of SWP's 51 holdings also in FDRR
Overlap by Weight
Sector Drift (FDRR minus SWP)
Overlapping Holdings
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| Company | Weight in FDRR |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.2% | 6.0% | 6.0% |
|
APPLE INC | 7.5% | 3.3% | 3.3% |
|
BROADCOM INC. | 2.5% | 2.6% | 2.5% |
|
JPMORGAN CHASE & CO | 2.0% | 2.2% | 2.0% |
|
ELI LILLY & CO | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
FDRR Overweight Relative to SWP
|
NVIDIA CORP | 5.9% |
|
APPLE INC | 4.3% |
|
META PLATFORMS INC | 2.5% |
|
ALPHABET INC. CLASS A | 2.2% |
|
JOHNSON & JOHNSON | 1.6% |
|
CISCO SYSTEMS INC | 1.5% |
|
MCDONALD'S CORP | 1.4% |
|
TEXAS INSTRUMENTS INC | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
MERCK & CO. INC. | 1.3% |
FDRR Underweight Relative to SWP
|
SALESFORCE.COM INC | -2.5% |
|
KINDER MORGAN INC | -2.4% |
 |
MEDTRONIC PLC | -2.4% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.4% |
|
CENCORA INC | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.3% |
|
BAKER HUGHES COMPANY CLASS A | -2.3% |
|
SYSCO CORP | -2.1% |
|
ORACLE CORP | -2.0% |
|
DIGITAL REALTY TRUST INC | -2.0% |