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
47%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
AGRW
45
HOLDINGS
34%
ALSO IN GGRW
GGRW
42
HOLDINGS
39%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus GGRW)
OVERLAPPING HOLDINGS

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Company Weight
in AGRW
Weight
in GGRW
Overlap
NVIDIA CORP 14.8% 9.1% 9.1%
ALPHABET INC. CLASS C 7.1% 6.5% 6.5%
AMAZON.COM INC 5.3% 5.6% 5.3%
BROADCOM INC. 5.6% 5.1% 5.1%
META PLATFORMS INC 3.5% 3.4% 3.4%
AGRW Overweight Relative to GGRW
NVIDIA CORP 5.8%
APPLE INC 3.5%
LAM RESEARCH CORP 2.9%
ARISTA NETWORKS, INC. 2.3%
VISA INC. CLASS A 2.2%
MICROSOFT CORP 2.1%
VERTIV HOLDINGS CO. CLASS A 2.0%
DATADOG INC CLASS A 2.0%
PALO ALTO NETWORKS INC 1.9%
OKTA, INC. CLASS A 1.6%
AGRW Underweight Relative to GGRW
APPLIED MATERIALS INC -4.6%
GE AEROSPACE -3.9%
MASTERCARD INCORPORATED CLASS A -2.9%
ASML HOLDING NV-NY REG SHS -2.9%
EATON CORP PLC -2.4%
CROWDSTRIKE HOLDINGS, INC. CLASS A -2.1%
TESLA MOTORS INC -2.1%
STRYKER CORP -2.1%
CATERPILLAR INC -2.1%
KKR & CO LP -1.9%
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