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
OVERLAP
48%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
AGRW
48
HOLDINGS
36%
ALSO IN BGRO
BGRO
32
HOLDINGS
45%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus BGRO)
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 AGRW |
Weight in BGRO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 15.4% | 13.0% | 13.0% |
|
APPLE INC | 4.5% | 4.7% | 4.5% |
|
MICROSOFT CORP | 4.2% | 5.2% | 4.2% |
|
AMAZON.COM INC | 3.9% | 4.4% | 3.9% |
|
ALPHABET INC. CLASS C | 8.5% | 3.8% | 3.8% |
AGRW Overweight Relative to BGRO
|
ALPHABET INC. CLASS C | 4.7% |
|
BROADCOM INC. | 3.1% |
|
ARISTA NETWORKS, INC. | 2.6% |
|
GE VERONA | 2.6% |
|
VISA INC. CLASS A | 2.4% |
|
NVIDIA CORP | 2.4% |
|
META PLATFORMS INC | 2.0% |
|
SERVICENOW INC | 1.9% |
|
VERTIV HOLDINGS CO. CLASS A | 1.5% |
|
CADENCE DESIGN SYS INC | 1.4% |
AGRW Underweight Relative to BGRO
|
ALPHABET INC. CLASS A | -4.8% |
|
SNOWFLAKE, INC. CLASS A | -3.4% |
|
QUANTA SERVICES INC | -2.7% |
 |
WHEATON PRECIOUS METALS CORP | -2.6% |
|
ADVANCED MICRO DEVICES | -2.5% |
|
CATERPILLAR INC | -2.3% |
 |
EATON CORP PLC | -2.3% |
|
HOWMET AEROSPACE INC. | -2.1% |
|
APPLIED MATERIALS INC | -2.0% |
|
FREEPORT-MCMORAN COPPER | -1.9% |