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
44%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
AGRW
46
HOLDINGS
42%
ALSO IN TMFE
TMFE
100
HOLDINGS
19%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus TMFE)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in TMFE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.0% | 4.9% | 4.9% |
|
MICROSOFT CORP | 9.2% | 4.9% | 4.9% |
|
APPLE INC | 7.0% | 4.9% | 4.9% |
|
NVIDIA CORP | 14.1% | 4.8% | 4.8% |
|
META PLATFORMS INC | 5.2% | 4.6% | 4.6% |
AGRW Overweight Relative to TMFE
|
NVIDIA CORP | 9.3% |
|
BROADCOM INC. | 5.4% |
|
MICROSOFT CORP | 4.3% |
|
APPLE INC | 2.2% |
|
ALPHABET INC. CLASS C | 2.1% |
|
AMAZON.COM INC | 2.1% |
|
CADENCE DESIGN SYS INC | 1.9% |
|
UBER TECHNOLOGIES, INC. | 1.6% |
|
ELI LILLY & CO | 1.6% |
|
BOSTON SCIENTIFIC CORP | 1.6% |
AGRW Underweight Relative to TMFE
|
COSTCO WHOLESALE CORP | -4.8% |
|
MASTERCARD INCORPORATED CLASS A | -4.6% |
|
WAL-MART STORES INC | -4.0% |
|
LAM RESEARCH CORP | -2.5% |
|
NETFLIX INC | -2.4% |
|
VISA INC. CLASS A | -2.2% |
|
TJX COMPANIES INC | -2.1% |
|
GILEAD SCIENCES INC | -1.9% |
|
BOOKING HOLDINGS INC. | -1.9% |
|
HCA HOLDINGS INC | -1.5% |