Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
45.7%
% of BGRO's 35 holdings also in FFOG
53.3%
% of FFOG's 33 holdings also in BGRO
Overlap by Weight
Sector Drift (BGRO minus FFOG)
Overlapping Holdings
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| Company | Weight in BGRO |
Weight in FFOG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.6% | 252.2% | 12.6% |
|
AMAZON.COM INC | 10.8% | 169.7% | 10.8% |
|
MICROSOFT CORP | 9.2% | 182.8% | 9.2% |
|
META PLATFORMS INC | 6.6% | 123.6% | 6.6% |
|
BROADCOM INC. | 5.6% | 73.7% | 5.6% |
Position Highlights (Non-Overlapping Exposures)
BGRO Overweight Relative to FFOG
|
APPLE INC | 7.8% |
|
VISA INC. CLASS A | 4.4% |
|
VERTIV HOLDINGS CO. CLASS A | 1.7% |
|
SALESFORCE.COM INC | 1.7% |
|
KKR & CO LP | 1.5% |
 |
FERRARI NV | 1.4% |
|
TRANSDIGM GROUP INC | 1.3% |
|
COPART INC | 1.3% |
|
SHERWIN-WILLIAMS CO/THE | 1.2% |
|
BOSTON SCIENTIFIC CORP | 1.2% |
BGRO Underweight Relative to FFOG
|
NVIDIA CORP | -239.6% |
|
MICROSOFT CORP | -173.6% |
|
AMAZON.COM INC | -158.9% |
|
META PLATFORMS INC | -117.0% |
|
TESLA MOTORS INC | -92.8% |
|
SERVICENOW INC | -86.1% |
|
COSTCO WHOLESALE CORP | -85.4% |
|
ALPHABET INC. CLASS A | -83.2% |
|
MASTERCARD INCORPORATED CLASS A | -69.9% |
|
BROADCOM INC. | -68.1% |