Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
AGRW
48
HOLDINGS
34%
ALSO IN NULG
NULG
77
HOLDINGS
21%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus NULG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in NULG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.6% | 16.1% | 14.6% |
|
BROADCOM INC. | 4.3% | 5.6% | 4.3% |
|
VISA INC. CLASS A | 2.9% | 3.7% | 2.9% |
|
ELI LILLY & CO | 2.8% | 5.2% | 2.8% |
|
LAM RESEARCH CORP | 2.3% | 2.0% | 2.0% |
AGRW Overweight Relative to NULG
|
ALPHABET INC. CLASS C | 7.4% |
|
APPLE INC | 5.0% |
|
MICROSOFT CORP | 4.5% |
|
AMAZON.COM INC | 4.0% |
|
META PLATFORMS INC | 3.8% |
|
GE VERONA | 2.4% |
|
ARISTA NETWORKS, INC. | 2.3% |
|
MICRON TECHNOLOGY INC | 2.1% |
|
AMPHENOL CORP-CL A | 1.7% |
|
SPOTIFY TECHNOLOGY SA | 1.5% |
AGRW Underweight Relative to NULG
|
ADVANCED MICRO DEVICES | -3.9% |
|
ELI LILLY & CO | -2.4% |
|
APPLIED MATERIALS INC | -2.0% |
|
WELLTOWER, INC. | -1.9% |
|
CATERPILLAR INC | -1.8% |
|
TJX COMPANIES INC | -1.7% |
|
MOODY'S CORP | -1.6% |
|
ROSS STORES INC | -1.5% |
|
NVIDIA CORP | -1.5% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.5% |