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
10
Number of overlapping holdings
20.8%
% of SWP's 48 holdings also in MBOX
20.0%
% of MBOX's 50 holdings also in SWP
Overlap by Weight
Sector Drift (SWP minus MBOX)
Overlapping Holdings
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| Company | Weight in SWP |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 3.6% | 2.5% | 2.5% |
|
JPMORGAN CHASE & CO | 2.2% | 2.5% | 2.2% |
 |
ACCENTURE PLC-CL A | 2.1% | 2.3% | 2.1% |
|
MICROSOFT CORP | 6.3% | 2.0% | 2.0% |
|
ELI LILLY & CO | 1.9% | 2.1% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SWP Overweight Relative to MBOX
|
MICROSOFT CORP | 4.3% |
|
APPLE INC | 3.7% |
|
PNC FINANCIAL SERVICES GROUP | 3.0% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
 |
LAZARD LTD-CL A | 2.6% |
|
SALESFORCE.COM INC | 2.6% |
|
INTL BUSINESS MACHINES CORP | 2.5% |
|
BAKER HUGHES COMPANY CLASS A | 2.5% |
|
KINDER MORGAN INC | 2.4% |
|
ARAMARK HOLDINGS CORP | 2.4% |
SWP Underweight Relative to MBOX
|
EOG RESOURCES, INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.3% |
|
MORGAN STANLEY | -2.3% |
|
PROGRESSIVE CORP | -2.2% |
|
CARRIER GLOBAL CORP. | -2.1% |
|
CINCINNATI FINANCIAL CORP | -2.1% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.1% |
|
REPUBLIC SERVICES INC | -2.1% |
|
KLA CORPORATION | -2.1% |