Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
AAUA
378
HOLDINGS
4%
ALSO IN WSGE
WSGE
104
HOLDINGS
16%
ALSO IN AAUA
SECTOR DRIFT (AAUA minus WSGE)
OVERLAPPING HOLDINGS
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| Company | Weight in AAUA |
Weight in WSGE |
Overlap | |
|---|---|---|---|---|
 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4.8% | 5.5% | 4.8% |
|
ISHARES CORE S&P 500 ETF | 4.8% | 5.6% | 4.8% |
|
ABBVIE INC | 0.7% | 0.6% | 0.6% |
|
JPMORGAN CHASE & CO | 1.3% | 0.6% | 0.6% |
|
JOHNSON & JOHNSON | 1.1% | 0.5% | 0.5% |
AAUA Overweight Relative to WSGE
|
APPLE INC | 7.0% |
|
NVIDIA CORP | 6.6% |
|
MICROSOFT CORP | 5.6% |
|
AMAZON.COM INC | 3.7% |
|
ALPHABET INC. CLASS A | 2.4% |
|
BROADCOM INC. | 2.0% |
|
META PLATFORMS INC | 2.0% |
|
ALPHABET INC. CLASS C | 1.9% |
|
ELI LILLY & CO | 1.5% |
|
TESLA MOTORS INC | 1.4% |
AAUA Underweight Relative to WSGE
|
ISHARES GLOBAL EQUITY FACTOR ETF | -19.8% |
|
JPMORGAN US QUALITY FACTOR ETF | -10.3% |
|
VANGUARD S&P 500 ETF | -9.3% |
|
ISHARES MSCI ACWI EX U.S. ETF | -7.9% |
|
WISDOMTREE EMERGING MARKETS EX-STATE | -4.0% |
|
AVANTIS EMERGING MARKETS EQUITY ETF | -3.8% |
|
STATE STREET SPDR PORTFOLIO DEVELOPE | -3.7% |
|
STATE STREET SPDR MSCI EAFE STRATEGI | -3.4% |
|
STATE STREET SPDR S&P 500 ETF TRUST | -2.0% |
|
ISHARES CORE S&P MID-CAP ETF | -1.9% |