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
55%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BGRO
34
HOLDINGS
35%
ALSO IN FFOG
FFOG
41
HOLDINGS
32%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus FFOG)
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 FFOG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.9% | 14.6% | 14.6% |
|
AMAZON.COM INC | 7.7% | 8.6% | 7.7% |
|
MICROSOFT CORP | 6.9% | 9.4% | 6.9% |
|
ALPHABET INC. CLASS A | 5.3% | 7.3% | 5.3% |
|
BROADCOM INC. | 4.9% | 5.9% | 4.9% |
BGRO Overweight Relative to FFOG
|
HOWMET AEROSPACE INC. | 3.2% |
|
CATERPILLAR INC | 2.7% |
|
DATADOG INC CLASS A | 2.7% |
|
ARISTA NETWORKS, INC. | 2.6% |
|
INTEL CORP | 2.5% |
|
SNOWFLAKE, INC. CLASS A | 2.5% |
|
MCKESSON CORP | 2.4% |
|
C.H. ROBINSON WORLDWIDE INC | 2.3% |
|
TRANSDIGM GROUP INC | 2.2% |
|
LAM RESEARCH CORP | 2.0% |
BGRO Underweight Relative to FFOG
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.8% |
|
SHOPIFY, INC. CLASS A | -3.0% |
|
MASTERCARD INCORPORATED CLASS A | -3.0% |
|
MICROSOFT CORP | -2.5% |
|
ALPHABET INC. CLASS A | -2.1% |
|
CLOUDFLARE INC CLASS A | -2.1% |
|
NETFLIX INC | -1.8% |
|
META PLATFORMS INC | -1.7% |
|
AXON ENTERPRISE INC | -1.7% |
|
CADENCE DESIGN SYS INC | -1.6% |