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
50%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
BGRO
34
HOLDINGS
24%
ALSO IN AGRW
AGRW
10
HOLDINGS
80%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus AGRW)
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 BGRO |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.9% | 24.7% | 14.9% |
|
AMAZON.COM INC | 7.7% | 10.3% | 7.7% |
|
MICROSOFT CORP | 6.9% | 14.0% | 6.9% |
|
APPLE INC | 6.0% | 12.1% | 6.0% |
|
BROADCOM INC. | 4.9% | 8.3% | 4.9% |
BGRO Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 5.3% |
|
HOWMET AEROSPACE INC. | 3.2% |
|
SNOWFLAKE, INC. CLASS A | 3.2% |
|
CATERPILLAR INC | 2.7% |
|
DATADOG INC CLASS A | 2.7% |
|
INTEL CORP | 2.5% |
|
MCKESSON CORP | 2.4% |
|
C.H. ROBINSON WORLDWIDE INC | 2.3% |
|
TRANSDIGM GROUP INC | 2.2% |
|
TESLA MOTORS INC | 2.1% |
BGRO Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -11.5% |
|
NVIDIA CORP | -9.8% |
|
MICROSOFT CORP | -7.2% |
|
APPLE INC | -6.1% |
|
VISA INC. CLASS A | -4.2% |
|
META PLATFORMS INC | -4.0% |
|
BROADCOM INC. | -3.3% |
|
AMAZON.COM INC | -2.6% |
|
ARISTA NETWORKS, INC. | -0.4% |
|
ELI LILLY & CO | 0.0% |