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
60%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
BGRO
37
HOLDINGS
46%
ALSO IN AGRW
AGRW
46
HOLDINGS
38%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.2% | 14.1% | 13.2% |
|
MICROSOFT CORP | 9.9% | 9.2% | 9.2% |
|
AMAZON.COM INC | 8.8% | 6.6% | 6.6% |
|
APPLE INC | 5.9% | 7.0% | 5.9% |
|
BROADCOM INC. | 7.3% | 5.4% | 5.4% |
BGRO Overweight Relative to AGRW
|
INTUIT INC | 2.7% |
|
KKR & CO LP | 2.7% |
|
TESLA MOTORS INC | 2.6% |
|
APPLOVIN CORP. CLASS A | 2.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.3% |
|
SPOTIFY TECHNOLOGY SA | 2.2% |
|
AMAZON.COM INC | 2.2% |
 |
FERRARI NV | 2.1% |
|
BROADCOM INC. | 1.9% |
|
META PLATFORMS INC | 1.8% |
BGRO Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -7.0% |
|
ARISTA NETWORKS, INC. | -2.9% |
|
UBER TECHNOLOGIES, INC. | -1.6% |
|
DATADOG INC CLASS A | -1.5% |
|
SERVICENOW INC | -1.5% |
|
PALO ALTO NETWORKS INC | -1.5% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -1.2% |
|
ECOLAB INC | -1.2% |
|
ULTA BEAUTY INC | -1.2% |
|
XPO LOGISTICS INC | -1.2% |