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 342 holdings also in SWP
59.6%
% of SWP's 47 holdings also in VIG
Overlap by Weight
Sector Drift (VIG minus SWP)
Overlapping Holdings
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| Company | Weight in VIG |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.6% | 5.4% | 3.6% |
|
APPLE INC | 4.6% | 3.4% | 3.4% |
|
BROADCOM INC. | 4.0% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 3.7% | 2.2% | 2.2% |
|
HOME DEPOT INC | 2.1% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to SWP
|
UNITEDHEALTH GROUP INC | 2.9% |
|
EXXON MOBIL CORP | 2.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.3% |
|
COSTCO WHOLESALE CORP | 2.1% |
|
PROCTER & GAMBLE CO/THE | 2.1% |
|
JOHNSON & JOHNSON | 2.0% |
|
WAL-MART STORES INC | 1.9% |
|
BANK OF AMERICA CORP | 1.7% |
|
JPMORGAN CHASE & CO | 1.5% |
|
BROADCOM INC. | 1.5% |
VIG Underweight Relative to SWP
 |
LAZARD LTD-CL A | -2.9% |
|
PNC FINANCIAL SERVICES GROUP | -2.7% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.4% |
|
KINDER MORGAN INC | -2.3% |
|
PHILIP MORRIS INTERNATIONAL | -2.2% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.0% |
|
GOLDMAN SACHS GROUP INC | -2.0% |
|
TJX COMPANIES INC | -1.9% |