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
48%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BGRO
40
HOLDINGS
30%
ALSO IN BKWO
BKWO
50
HOLDINGS
25%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus BKWO)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in BKWO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.2% | 11.4% | 11.4% |
|
MICROSOFT CORP | 9.9% | 9.9% | 9.9% |
|
AMAZON.COM INC | 8.2% | 7.5% | 7.5% |
|
APPLE INC | 6.5% | 5.4% | 5.4% |
|
META PLATFORMS INC | 6.6% | 5.0% | 5.0% |
BGRO Overweight Relative to BKWO
|
BROADCOM INC. | 6.7% |
|
VISA INC. CLASS A | 3.8% |
|
NETFLIX INC | 3.2% |
|
TESLA MOTORS INC | 2.8% |
|
APPLOVIN CORP. CLASS A | 2.6% |
|
KKR & CO LP | 2.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.4% |
|
SPOTIFY TECHNOLOGY SA | 2.3% |
|
CADENCE DESIGN SYS INC | 2.2% |
 |
FERRARI NV | 2.1% |
BGRO Underweight Relative to BKWO
|
JPMORGAN CHASE & CO | -5.0% |
|
ABBVIE INC | -3.5% |
|
MASTERCARD INCORPORATED CLASS A | -3.4% |
|
SHOPIFY, INC. CLASS A | -2.8% |
|
HUBBELL INCORPORATED CLASS B | -2.3% |
|
BANK OF AMERICA CORP | -2.1% |
 |
TRANE TECHNOLOGIES PLC | -2.0% |
|
BRIGHT HORIZONS FAMILY SOLUT | -1.9% |
|
UBER TECHNOLOGIES, INC. | -1.9% |
|
BOSTON SCIENTIFIC CORP | -1.8% |