Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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62
Number of overlapping holdings
31.6%
% of VUG's 203 holdings also in JGRO
59.6%
% of JGRO's 101 holdings also in VUG
Overlap by Weight
Sector Drift (VUG minus JGRO)
Overlapping Holdings
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| Company | Weight in VUG |
Weight in JGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 12.8% | 10.3% | 10.3% |
|
NVIDIA CORP | 8.9% | 7.1% | 7.1% |
|
AMAZON.COM INC | 7.3% | 6.6% | 6.6% |
|
APPLE INC | 11.2% | 5.0% | 5.0% |
|
META PLATFORMS INC | 4.4% | 6.0% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
VUG Overweight Relative to JGRO
|
APPLE INC | 6.2% |
|
ALPHABET INC. CLASS A | 4.1% |
|
MICROSOFT CORP | 2.5% |
|
VISA INC. CLASS A | 1.8% |
|
NVIDIA CORP | 1.8% |
|
COSTCO WHOLESALE CORP | 1.5% |
 |
LINDE PLC | 0.9% |
|
MCDONALD'S CORP | 0.8% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
APPLIED MATERIALS INC | 0.7% |
VUG Underweight Relative to JGRO
|
BROADCOM INC. | -2.7% |
|
REGENERON PHARMACEUTICALS | -1.9% |
|
META PLATFORMS INC | -1.7% |
|
UBER TECHNOLOGIES, INC. | -1.4% |
|
ELI LILLY & CO | -1.2% |
|
TRANE TECHNOLOGIES PLC | -1.2% |
|
MASTERCARD INCORPORATED CLASS A | -1.2% |
|
ORACLE CORP | -1.0% |
|
NETFLIX INC | -1.0% |
|
LOWE'S COS INC | -0.9% |