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
41%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
AGRW
48
HOLDINGS
28%
ALSO IN PCGG
PCGG
37
HOLDINGS
41%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus PCGG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in PCGG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 15.4% | 8.5% | 8.5% |
|
ALPHABET INC. CLASS C | 8.5% | 6.4% | 6.4% |
|
BROADCOM INC. | 4.5% | 4.4% | 4.4% |
|
MICROSOFT CORP | 4.2% | 6.1% | 4.2% |
|
AMAZON.COM INC | 3.9% | 4.2% | 3.9% |
AGRW Overweight Relative to PCGG
|
NVIDIA CORP | 6.9% |
|
APPLE INC | 4.5% |
|
LAM RESEARCH CORP | 2.9% |
|
ARISTA NETWORKS, INC. | 2.6% |
|
MICRON TECHNOLOGY INC | 2.4% |
|
META PLATFORMS INC | 2.1% |
|
ALPHABET INC. CLASS C | 2.1% |
|
AMPHENOL CORP-CL A | 1.7% |
|
VERTIV HOLDINGS CO. CLASS A | 1.5% |
|
CADENCE DESIGN SYS INC | 1.4% |
AGRW Underweight Relative to PCGG
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.3% |
|
MASTERCARD INCORPORATED CLASS A | -4.8% |
|
SHOPIFY, INC. CLASS A | -3.7% |
 |
TENCENT HOLDINGS LTD | -3.4% |
|
GE AEROSPACE | -2.8% |
|
VISA INC. CLASS A | -2.8% |
|
ELI LILLY & CO | -2.7% |
 |
AON PLC CLASS A | -2.6% |
 |
ASML HOLDING NV | -2.6% |
 |
MERCADOLIBRE INC | -2.4% |