Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
57%

OVERLAP
BY WEIGHT
21

# OF OVERLAPPING
HOLDINGS
BGRO
34
HOLDINGS
62%
ALSO IN FBCG
FBCG
174
HOLDINGS
13%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus FBCG)
OVERLAPPING HOLDINGS

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Company Weight
in BGRO
Weight
in FBCG
Overlap
NVIDIA CORP 14.9% 15.9% 14.9%
AMAZON.COM INC 7.7% 7.7% 7.7%
MICROSOFT CORP 6.9% 7.1% 6.9%
APPLE INC 6.0% 10.1% 6.0%
ALPHABET INC. CLASS A 5.3% 7.7% 5.3%
BGRO Overweight Relative to FBCG
HOWMET AEROSPACE INC. 2.9%
SNOWFLAKE, INC. CLASS A 2.8%
DATADOG INC CLASS A 2.6%
ARISTA NETWORKS, INC. 2.6%
CATERPILLAR INC 2.6%
INTEL CORP 2.5%
C.H. ROBINSON WORLDWIDE INC 2.3%
TRANSDIGM GROUP INC 2.2%
MCKESSON CORP 2.2%
LAM RESEARCH CORP 1.9%
BGRO Underweight Relative to FBCG
APPLE INC -4.1%
ALPHABET INC. CLASS A -2.4%
NETFLIX INC -2.2%
MARVELL TECHNOLOGY, INC. -1.8%
META PLATFORMS INC -1.3%
TAIWAN SEMICONDUCTOR-SP ADR -1.1%
MASTERCARD INCORPORATED CLASS A -1.0%
NVIDIA CORP -1.0%
ORACLE CORP -0.8%
CELESTICA INC -0.7%
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