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
40%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
47%
ALSO IN AGIX
AGIX
63
HOLDINGS
30%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus AGIX)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in AGIX |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.1% | 4.6% | 4.6% |
|
ALPHABET INC. CLASS A | 5.3% | 3.6% | 3.6% |
|
MICROSOFT CORP | 6.7% | 3.4% | 3.4% |
|
APPLE INC | 4.4% | 3.2% | 3.2% |
|
AMAZON.COM INC | 4.5% | 3.0% | 3.0% |
BGRO Overweight Relative to AGIX
|
NVIDIA CORP | 7.5% |
|
HOWMET AEROSPACE INC. | 3.4% |
|
ELI LILLY & CO | 3.3% |
|
MICROSOFT CORP | 3.3% |
 |
WHEATON PRECIOUS METALS CORP | 3.1% |
|
SNOWFLAKE, INC. CLASS A | 3.0% |
|
QUANTA SERVICES INC | 2.7% |
|
CATERPILLAR INC | 2.6% |
|
EQUINIX INC | 2.4% |
|
PALO ALTO NETWORKS INC | 2.3% |
BGRO Underweight Relative to AGIX
 |
TAIWAN SEMICONDUCTOR MANUFAC | -2.9% |
|
ASTERA LABS INC | -2.9% |
 |
ARM HOLDINGS PLC | -2.8% |
 |
NEBIUS GROUP NV | -2.4% |
|
TESLA MOTORS INC | -2.2% |
|
SPACE EXPLORATION TECHNOLOGIES | -2.1% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.0% |
|
ORACLE CORP | -1.9% |
|
ASML HOLDING NV | -1.8% |
|
HUT 8 CORP | -1.7% |