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
44%

OVERLAP
BY WEIGHT
18

# OF OVERLAPPING
HOLDINGS
AGRW
46
HOLDINGS
40%
ALSO IN LGRO
LGRO
46
HOLDINGS
40%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus LGRO)
OVERLAPPING HOLDINGS

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Company Weight
in AGRW
Weight
in LGRO
Overlap
MICROSOFT CORP 9.4% 6.2% 6.2%
APPLE INC 6.2% 6.3% 6.2%
NVIDIA CORP 14.5% 5.6% 5.6%
AMAZON.COM INC 6.3% 5.5% 5.5%
META PLATFORMS INC 4.8% 3.3% 3.3%
AGRW Overweight Relative to LGRO
NVIDIA CORP 8.9%
ALPHABET INC. CLASS C 5.5%
MICROSOFT CORP 3.2%
CADENCE DESIGN SYS INC 1.7%
ELI LILLY & CO 1.7%
VISA INC. CLASS A 1.7%
BROADCOM INC. 1.6%
DATADOG INC CLASS A 1.6%
TRADE DESK, INC. CLASS A 1.5%
BOSTON SCIENTIFIC CORP 1.5%
AGRW Underweight Relative to LGRO
ALPHABET INC. CLASS A -5.9%
RH -3.9%
SNOWFLAKE, INC. CLASS A -3.8%
LAM RESEARCH CORP -3.4%
BLACKROCK INC -3.3%
BOOKING HOLDINGS INC. -2.9%
PAYPAL HOLDINGS INC -2.5%
MASTERCARD INCORPORATED CLASS A -2.0%
MONOLITHIC POWER SYSTEMS INC -2.0%
DOCUSIGN, INC. -1.9%
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