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
28
Number of overlapping holdings
8.4%
% of VIG's 341 holdings also in SWP
54.9%
% of SWP's 51 holdings also in VIG
Overlap by Weight
Sector Drift (VIG minus SWP)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VIG |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.5% | 6.0% | 3.5% |
|
APPLE INC | 4.3% | 3.3% | 3.3% |
|
BROADCOM INC. | 4.0% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 3.5% | 2.2% | 2.2% |
|
UNITEDHEALTH GROUP INC | 2.9% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to SWP
|
EXXON MOBIL CORP | 2.7% |
|
COSTCO WHOLESALE CORP | 2.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.4% |
|
PROCTER & GAMBLE CO/THE | 2.3% |
|
JOHNSON & JOHNSON | 2.2% |
|
WAL-MART STORES INC | 2.1% |
|
COCA-COLA CO/THE | 1.6% |
|
BROADCOM INC. | 1.4% |
|
BANK OF AMERICA CORP | 1.4% |
|
JPMORGAN CHASE & CO | 1.3% |
VIG Underweight Relative to SWP
|
PHILIP MORRIS INTERNATIONAL | -2.9% |
|
SALESFORCE.COM INC | -2.5% |
|
MICROSOFT CORP | -2.5% |
|
KINDER MORGAN INC | -2.4% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.3% |
|
BAKER HUGHES COMPANY CLASS A | -2.3% |
|
TJX COMPANIES INC | -2.2% |
|
DUKE ENERGY CORP | -2.2% |
|
CENCORA INC | -2.1% |