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
22%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
AGRW
48
HOLDINGS
21%
ALSO IN PFOE
PFOE
21
HOLDINGS
48%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus PFOE)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in AGRW |
Weight in PFOE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.4% | 4.2% | 4.2% |
|
BROADCOM INC. | 4.3% | 3.7% | 3.7% |
|
VISA INC. CLASS A | 2.9% | 4.2% | 2.9% |
|
ELI LILLY & CO | 2.8% | 7.3% | 2.8% |
|
GE VERONA | 2.4% | 2.7% | 2.4% |
AGRW Overweight Relative to PFOE
|
NVIDIA CORP | 14.6% |
|
APPLE INC | 5.0% |
|
MICROSOFT CORP | 4.5% |
|
AMAZON.COM INC | 4.0% |
|
META PLATFORMS INC | 3.8% |
|
ALPHABET INC. CLASS C | 3.2% |
|
ARISTA NETWORKS, INC. | 2.3% |
|
LAM RESEARCH CORP | 2.3% |
|
MICRON TECHNOLOGY INC | 2.1% |
|
AMPHENOL CORP-CL A | 1.7% |
AGRW Underweight Relative to PFOE
 |
TAIWAN SEMICONDUCTOR-SP ADR | -6.7% |
 |
ASML HOLDING NV-NY REG SHS | -6.0% |
|
WORKDAY INC-CLASS A | -5.3% |
|
IDEXX LABORATORIES INC | -5.3% |
 |
MERCADOLIBRE INC | -5.2% |
|
ELI LILLY & CO | -4.5% |
|
SPOTIFY TECHNOLOGY SA | -4.3% |
|
MASTERCARD INCORPORATED CLASS A | -4.1% |
|
QUANTA SERVICES INC | -3.9% |
|
UNITEDHEALTH GROUP INC | -3.8% |