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
43%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
AGRW
44
HOLDINGS
42%
ALSO IN TMFE
TMFE
99
HOLDINGS
18%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus TMFE)
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 TMFE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.7% | 6.1% | 6.1% |
|
NVIDIA CORP | 15.5% | 5.8% | 5.8% |
|
AMAZON.COM INC | 7.1% | 5.6% | 5.6% |
|
APPLE INC | 6.7% | 5.3% | 5.3% |
|
MICROSOFT CORP | 7.1% | 5.0% | 5.0% |
AGRW Overweight Relative to TMFE
|
NVIDIA CORP | 9.8% |
|
BROADCOM INC. | 6.0% |
|
GE VERONA | 2.5% |
|
ARISTA NETWORKS, INC. | 2.4% |
|
MICROSOFT CORP | 2.1% |
|
VERTIV HOLDINGS CO. CLASS A | 2.1% |
|
ELI LILLY & CO | 2.0% |
|
CADENCE DESIGN SYS INC | 1.6% |
|
ALPHABET INC. CLASS C | 1.6% |
|
AMAZON.COM INC | 1.5% |
AGRW Underweight Relative to TMFE
|
LAM RESEARCH CORP | -5.1% |
|
COSTCO WHOLESALE CORP | -4.7% |
|
MASTERCARD INCORPORATED CLASS A | -4.4% |
|
WAL-MART STORES INC | -3.6% |
|
NETFLIX INC | -3.2% |
|
VISA INC. CLASS A | -2.4% |
|
TJX COMPANIES INC | -2.4% |
|
GILEAD SCIENCES INC | -1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.6% |
|
BOOKING HOLDINGS INC. | -1.5% |