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
11
# OF OVERLAPPING
HOLDINGS
AGRW
45
HOLDINGS
25%
ALSO IN USSE
USSE
21
HOLDINGS
55%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus USSE)
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 USSE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.1% | 7.2% | 7.1% |
|
NVIDIA CORP | 14.8% | 6.7% | 6.7% |
|
MICROSOFT CORP | 5.3% | 5.4% | 5.3% |
|
AMAZON.COM INC | 5.3% | 5.6% | 5.3% |
|
APPLE INC | 6.9% | 4.9% | 4.9% |
AGRW Overweight Relative to USSE
|
NVIDIA CORP | 8.2% |
|
BROADCOM INC. | 5.6% |
|
LAM RESEARCH CORP | 2.9% |
|
GE VERONA | 2.8% |
|
VERTIV HOLDINGS CO. CLASS A | 2.0% |
|
APPLE INC | 2.0% |
|
DATADOG INC CLASS A | 2.0% |
|
CADENCE DESIGN SYS INC | 1.8% |
|
OKTA, INC. CLASS A | 1.6% |
|
ORACLE CORP | 1.4% |
AGRW Underweight Relative to USSE
|
ALLEGHENY TECHNOLOGIES INC | -6.9% |
|
MARVELL TECHNOLOGY, INC. | -6.2% |
|
QUANTA SERVICES INC | -4.9% |
|
JPMORGAN CHASE & CO | -4.8% |
|
MA-COM TECHNOLOGY SOLUTIONS | -4.5% |
|
MONOLITHIC POWER SYSTEMS INC | -4.4% |
|
GLOBE LIFE INC. | -4.3% |
|
PALO ALTO NETWORKS INC | -3.9% |
|
REINSURANCE GROUP OF AMERICA | -3.4% |
 |
SUNCOR ENERGY INC | -3.3% |