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
41%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
38%
ALSO IN GGRW
GGRW
37
HOLDINGS
38%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus GGRW)
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 GGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.7% | 9.1% | 9.1% |
|
AMAZON.COM INC | 8.7% | 6.5% | 6.5% |
|
BROADCOM INC. | 5.1% | 5.5% | 5.1% |
|
META PLATFORMS INC | 4.0% | 3.8% | 3.8% |
|
MICROSOFT CORP | 5.7% | 3.8% | 3.8% |
BGRO Overweight Relative to GGRW
|
ALPHABET INC. CLASS A | 5.8% |
|
NVIDIA CORP | 4.6% |
|
DATADOG INC CLASS A | 3.3% |
|
SNOWFLAKE, INC. CLASS A | 3.2% |
|
QUANTA SERVICES INC | 3.1% |
|
CATERPILLAR INC | 2.8% |
|
INTEL CORP | 2.8% |
|
EQUINIX INC | 2.4% |
|
APPLE INC | 2.3% |
|
AMAZON.COM INC | 2.1% |
BGRO Underweight Relative to GGRW
|
ALPHABET INC. CLASS C | -7.2% |
|
GE VERONA | -6.7% |
|
GE AEROSPACE | -3.8% |
|
MASTERCARD INCORPORATED CLASS A | -3.2% |
|
NETFLIX INC | -3.0% |
 |
ASML HOLDING NV-NY REG SHS | -2.3% |
|
KKR & CO LP | -2.2% |
|
STRYKER CORP | -2.2% |
|
MOODY'S CORP | -2.0% |
|
INTUITIVE SURGICAL INC | -1.8% |