Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
BGRO
39
HOLDINGS
28%
ALSO IN BKWO
BKWO
1
HOLDINGS
23%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus BKWO)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in BKWO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.0% | 11.4% | 11.4% |
|
MICROSOFT CORP | 9.5% | 9.9% | 9.5% |
|
AMAZON.COM INC | 8.6% | 7.5% | 7.5% |
|
APPLE INC | 7.0% | 5.4% | 5.4% |
|
META PLATFORMS INC | 5.0% | 5.0% | 5.0% |
BGRO Overweight Relative to BKWO
|
BROADCOM INC. | 8.1% |
|
VISA INC. CLASS A | 3.8% |
|
TESLA MOTORS INC | 3.4% |
|
NETFLIX INC | 2.8% |
|
KKR & CO LP | 2.5% |
|
ELI LILLY & CO | 2.1% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.0% |
|
CADENCE DESIGN SYS INC | 1.9% |
|
CARVANA CO. CLASS A | 1.7% |
|
SPOTIFY TECHNOLOGY SA | 1.7% |
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% |
 |
TRANE TECHNOLOGIES PLC | -2.6% |
|
HUBBELL INCORPORATED CLASS B | -2.3% |
|
BANK OF AMERICA CORP | -2.1% |
|
BRIGHT HORIZONS FAMILY SOLUT | -1.9% |
|
UBER TECHNOLOGIES, INC. | -1.9% |
|
WALT DISNEY CO/THE | -1.8% |