Fund comparison · from official SEC filings
CATH vs SWPPX: how much do they overlap?
Global X S&P 500 Catholic Values ETF and Schwab S&P 500 Index Fund
vs
CATH and SWPPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CATH
SWPPX
N
NVDANVIDIA CORP
8.18%
7.85%
A
AAPLAPPLE INC
6.72%
6.45%
M
MSFTMICROSOFT CORP
5.11%
4.90%
A
AMZNAMAZON.COM INC
4.24%
4.19%
G
GOOGLALPHABET INC-CL A
3.64%
3.63%
A
AVGOBROADCOM INC
3.34%
3.20%
G
GOOGALPHABET INC-CL C
2.90%
2.89%
M
METAMETA PLATFORMS INC-CLASS A
2.18%
2.17%
T
TSLATESLA INC
1.76%
1.74%
J
JPMJPMORGAN CHASE & CO
1.57%
1.37%
W
WMTWALMART INC
1.25%
0.94%
E
EXMOCEXXON MOBIL CORP
1.05%
1.04%
V
VVISA INC-CLASS A SHARES
1.03%
0.90%
M
MUMICRON TECHNOLOGY INC
0.98%
0.94%
C
COSTCOSTCO WHOLESALE CORP
0.97%
0.73%
A
AMGNAMGEN INC
0.87%
0.30%
C
CATCATERPILLAR INC
0.86%
0.67%
M
MAMASTERCARD INC - A
0.76%
0.66%
I
ISRGINTUITIVE SURGICAL INC
0.75%
0.26%
G
GILDGILEAD SCIENCES INC
0.75%
0.26%
I
INTCINTEL CORP
0.75%
0.72%
P
PGPROCTER & GAMBLE CO/THE
0.74%
0.55%
B
BACBANK OF AMERICA CORP
0.66%
0.57%
N
NFLXNETFLIX INC
0.64%
0.64%
G
GEGENERAL ELECTRIC
0.63%
0.49%
Only in CATH
?
—CARNIVAL CORPORATION
0.05%
F
FRGXXFIDELITY INV MMKT GOVT-INST
0.03%
F
FOXFOX CORP - CLASS B
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
Only in SWPPX
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.41%
L
LLYELI LILLY & CO
1.20%
A
AMDADVANCED MICRO DEVICES
0.94%
J
JNJJOHNSON & JOHNSON
0.90%
A
ABBVABBVIE INC
0.60%
U
UNHUNITEDHEALTH GROUP INC
0.54%
K
KOCOCA-COLA CO/THE
0.49%
M
MRKMERCK & CO. INC.
0.44%
P
PMPHILIP MORRIS INTERNATIONAL
0.42%
R
RTXRTX CORP
0.38%
I
IBMINTL BUSINESS MACHINES CORP
0.35%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.29%
B
BABOEING CO/THE
0.29%
A
ABTABBOTT LABORATORIES
0.26%
P
PFEPFIZER INC
0.25%
H
HONHONEYWELL INTERNATIONAL INC
0.22%
G
GLWCORNING INC
0.21%
B
BMYBRISTOL-MYERS SQUIBB CO
0.20%
M
MOALTRIA GROUP INC
0.20%
P
PHPARKER HANNIFIN CORP
0.19%
D
DHRDANAHER CORP
0.18%
V
VRTXVERTEX PHARMACEUTICALS INC
0.18%
L
LMTLOCKHEED MARTIN CORP
0.17%
G
GDGENERAL DYNAMICS CORP
0.14%
N
NOCNORTHROP GRUMMAN CORP
0.12%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.