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
54%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
AGRW
46
HOLDINGS
31%
ALSO IN GGRW
GGRW
32
HOLDINGS
44%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus GGRW)
OVERLAPPING HOLDINGS

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Company Weight
in AGRW
Weight
in GGRW
Overlap
NVIDIA CORP 14.1% 10.7% 10.7%
ALPHABET INC. CLASS C 7.0% 7.8% 7.0%
AMAZON.COM INC 6.6% 6.9% 6.6%
MICROSOFT CORP 9.2% 5.5% 5.5%
BROADCOM INC. 5.4% 6.9% 5.4%
AGRW Overweight Relative to GGRW
MICROSOFT CORP 3.7%
APPLE INC 3.5%
NVIDIA CORP 3.4%
ARISTA NETWORKS, INC. 2.9%
VISA INC. CLASS A 2.6%
UBER TECHNOLOGIES, INC. 1.6%
DATADOG INC CLASS A 1.5%
PALO ALTO NETWORKS INC 1.5%
VERTIV HOLDINGS CO. CLASS A 1.4%
TRANSDIGM GROUP INC 1.3%
AGRW Underweight Relative to GGRW
GE VERONA -6.4%
SPOTIFY TECHNOLOGY SA -6.0%
GE AEROSPACE -5.2%
NETFLIX INC -4.8%
MASTERCARD INCORPORATED CLASS A -4.6%
EATON CORP PLC -3.8%
STRYKER CORP -3.5%
KKR & CO LP -3.4%
MOODY'S CORP -2.6%
ARTHUR J GALLAGHER & CO -2.6%
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