Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
AGRW
45
HOLDINGS
27%
ALSO IN PCGG
PCGG
34
HOLDINGS
40%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus PCGG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in PCGG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.8% | 8.0% | 8.0% |
|
ALPHABET INC. CLASS C | 7.1% | 7.1% | 7.1% |
|
BROADCOM INC. | 5.6% | 6.2% | 5.6% |
|
MICROSOFT CORP | 5.3% | 4.6% | 4.6% |
|
AMAZON.COM INC | 5.3% | 4.3% | 4.3% |
AGRW Overweight Relative to PCGG
|
APPLE INC | 6.9% |
|
NVIDIA CORP | 6.8% |
|
LAM RESEARCH CORP | 2.9% |
|
GE VERONA | 2.8% |
|
ARISTA NETWORKS, INC. | 2.3% |
|
VERTIV HOLDINGS CO. CLASS A | 2.0% |
|
DATADOG INC CLASS A | 2.0% |
|
PALO ALTO NETWORKS INC | 1.9% |
|
META PLATFORMS INC | 1.8% |
|
CADENCE DESIGN SYS INC | 1.8% |
AGRW Underweight Relative to PCGG
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.6% |
 |
AON PLC CLASS A | -4.4% |
|
MASTERCARD INCORPORATED CLASS A | -4.2% |
|
SHOPIFY, INC. CLASS A | -3.7% |
 |
TENCENT HOLDINGS LTD | -3.6% |
 |
TOKYO ELECTRON LTD | -2.6% |
|
ELI LILLY & CO | -2.5% |
|
VISA INC. CLASS A | -2.5% |
|
STARBUCKS CORP | -2.3% |
 |
MERCADOLIBRE INC | -2.3% |