Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
54%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BGRO
33
HOLDINGS
42%
ALSO IN PJFG
PJFG
35
HOLDINGS
42%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.3% | 12.0% | 12.0% |
|
AMAZON.COM INC | 8.8% | 7.9% | 7.9% |
|
MICROSOFT CORP | 6.0% | 8.3% | 6.0% |
|
APPLE INC | 5.6% | 8.6% | 5.6% |
|
ALPHABET INC. CLASS A | 5.3% | 6.0% | 5.3% |
BGRO Overweight Relative to PJFG
|
INTEL CORP | 3.2% |
|
HOWMET AEROSPACE INC. | 2.8% |
|
CATERPILLAR INC | 2.7% |
|
EQUINIX INC | 2.6% |
|
QUANTA SERVICES INC | 2.5% |
|
ARISTA NETWORKS, INC. | 2.5% |
|
NVIDIA CORP | 2.3% |
 |
EATON CORP PLC | 2.1% |
|
FREEPORT-MCMORAN COPPER | 2.0% |
|
LAM RESEARCH CORP | 1.9% |
BGRO Underweight Relative to PJFG
|
MASTERCARD INCORPORATED CLASS A | -4.0% |
|
APPLE INC | -3.0% |
|
TESLA MOTORS INC | -2.9% |
|
GE AEROSPACE | -2.6% |
|
COSTCO WHOLESALE CORP | -2.3% |
|
MICROSOFT CORP | -2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.2% |
|
CADENCE DESIGN SYS INC | -2.2% |
|
BOEING CO | -2.2% |
|
WALT DISNEY CO/THE | -2.0% |