Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
45.5%
% of BGRO's 33 holdings also in FFOG
50.0%
% 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 | 10.7% | 10.5% | 10.5% |
|
AMAZON.COM INC | 10.2% | 9.6% | 9.6% |
|
MICROSOFT CORP | 9.6% | 10.4% | 9.6% |
|
META PLATFORMS INC | 6.5% | 9.0% | 6.5% |
|
BROADCOM INC. | 4.7% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
BGRO Overweight Relative to FFOG
|
APPLE INC | 7.6% |
|
VISA INC. CLASS A | 4.9% |
|
NETFLIX INC | 2.1% |
|
SPOTIFY TECHNOLOGY SA | 1.9% |
|
KKR & CO LP | 1.8% |
 |
FERRARI NV | 1.8% |
|
TRANSDIGM GROUP INC | 1.7% |
|
COPART INC | 1.7% |
|
DANAHER CORP | 1.6% |
 |
TRANE TECHNOLOGIES PLC | 1.6% |
BGRO Underweight Relative to FFOG
|
MASTERCARD INCORPORATED CLASS A | -4.6% |
|
COSTCO WHOLESALE CORP | -4.4% |
|
SERVICENOW INC | -3.8% |
|
META PLATFORMS INC | -2.5% |
|
AXON ENTERPRISE INC | -2.2% |
|
SHOPIFY, INC. CLASS A | -2.1% |
|
TESLA MOTORS INC | -1.8% |
|
ALPHABET INC. CLASS A | -1.7% |
|
DOORDASH, INC. CLASS A | -1.6% |
|
TRADEWEB MARKETS, INC. CLASS A | -1.5% |