Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
58%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BGRO
35
HOLDINGS
40%
ALSO IN PJFG
PJFG
36
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 | 13.8% | 9.4% | 9.4% |
|
AMAZON.COM INC | 8.8% | 8.9% | 8.8% |
|
MICROSOFT CORP | 10.3% | 7.8% | 7.8% |
|
META PLATFORMS INC | 7.2% | 7.9% | 7.2% |
|
APPLE INC | 5.2% | 6.9% | 5.2% |
BGRO Overweight Relative to PJFG
|
NVIDIA CORP | 4.4% |
|
VISA INC. CLASS A | 3.9% |
|
INTUIT INC | 3.2% |
|
APPLOVIN CORP. CLASS A | 2.7% |
|
KKR & CO LP | 2.7% |
|
MICROSOFT CORP | 2.5% |
|
BROADCOM INC. | 2.3% |
 |
FERRARI NV | 2.0% |
 |
TRANE TECHNOLOGIES PLC | 1.6% |
|
CARVANA CO. CLASS A | 1.4% |
BGRO Underweight Relative to PJFG
|
ALPHABET INC. CLASS A | -4.9% |
|
MASTERCARD INCORPORATED CLASS A | -4.8% |
|
COSTCO WHOLESALE CORP | -3.3% |
|
VERTEX PHARMACEUTICALS INC | -2.2% |
|
SERVICENOW INC | -2.1% |
 |
MERCADOLIBRE INC | -2.1% |
|
WALT DISNEY CO/THE | -2.0% |
|
APPLE INC | -1.7% |
 |
NOVO-NORDISK A/S-SPONS ADR | -1.6% |
|
NETFLIX INC | -1.6% |