Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
27.1%
% of SWP's 48 holdings also in GDIV
28.3%
% of GDIV's 47 holdings also in SWP
Overlap by Weight
Sector Drift (SWP minus GDIV)
Overlapping Holdings
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| Company | Weight in SWP |
Weight in GDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.3% | 6.3% | 6.3% |
|
APPLE INC | 3.7% | 5.3% | 3.7% |
|
BROADCOM INC. | 3.6% | 7.7% | 3.6% |
|
INTL BUSINESS MACHINES CORP | 2.5% | 2.1% | 2.1% |
|
ELI LILLY & CO | 1.9% | 2.4% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SWP Overweight Relative to GDIV
|
PNC FINANCIAL SERVICES GROUP | 3.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
 |
LAZARD LTD-CL A | 2.6% |
|
SALESFORCE.COM INC | 2.6% |
|
BAKER HUGHES COMPANY CLASS A | 2.5% |
|
KINDER MORGAN INC | 2.4% |
|
ARAMARK HOLDINGS CORP | 2.4% |
|
STARBUCKS CORP | 2.3% |
 |
ASTRAZENECA PLC-SPONS ADR | 2.2% |
|
JPMORGAN CHASE & CO | 2.2% |
SWP Underweight Relative to GDIV
|
BROADCOM INC. | -4.1% |
|
ARTHUR J GALLAGHER & CO | -3.7% |
|
MUELLER INDUSTRIES INC | -2.9% |
|
META PLATFORMS INC | -2.6% |
|
PRIMERICA INC | -2.6% |
|
PFIZER INC | -2.6% |
|
BANK OF AMERICA CORP | -2.4% |
|
COCA-COLA CO/THE | -2.4% |
|
AMERICAN INTERNATIONAL GROUP | -2.3% |
|
TAPESTRY, INC. | -2.2% |