Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
19.5%
% of FDRR's 130 holdings also in SWP
46.8%
% of SWP's 47 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 | 7.2% | 5.4% | 5.4% |
|
APPLE INC | 7.4% | 3.4% | 3.4% |
|
BROADCOM INC. | 2.5% | 2.6% | 2.5% |
|
JPMORGAN CHASE & CO | 2.0% | 2.2% | 2.0% |
|
ELI LILLY & CO | 2.2% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
FDRR Overweight Relative to SWP
|
NVIDIA CORP | 7.2% |
|
APPLE INC | 4.0% |
|
MICROSOFT CORP | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
TEXAS INSTRUMENTS INC | 1.6% |
|
JOHNSON & JOHNSON | 1.5% |
|
MERCK & CO. INC. | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
DELL TECHNOLOGIES INC CLASS C | 1.3% |
|
CISCO SYSTEMS INC | 1.3% |
FDRR Underweight Relative to SWP
 |
LAZARD LTD-CL A | -2.9% |
|
SALESFORCE.COM INC | -2.5% |
|
ORACLE CORP | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.4% |
|
KINDER MORGAN INC | -2.3% |
|
PNC FINANCIAL SERVICES GROUP | -2.3% |
 |
MEDTRONIC PLC | -2.2% |
|
EMERSON ELECTRIC CO | -2.2% |
|
ACCENTURE PLC-CL A | -2.1% |