Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
57%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BGRO
34
HOLDINGS
41%
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 | 7.9% | 7.9% | 7.9% |
|
MICROSOFT CORP | 7.0% | 8.3% | 7.0% |
|
APPLE INC | 5.9% | 8.6% | 5.9% |
|
ALPHABET INC. CLASS A | 5.0% | 6.0% | 5.0% |
BGRO Overweight Relative to PJFG
|
HOWMET AEROSPACE INC. | 3.2% |
|
ARISTA NETWORKS, INC. | 2.7% |
|
INTEL CORP | 2.6% |
|
CATERPILLAR INC | 2.6% |
|
MCKESSON CORP | 2.4% |
|
NVIDIA CORP | 2.3% |
|
C.H. ROBINSON WORLDWIDE INC | 2.3% |
|
DATADOG INC CLASS A | 2.2% |
|
TRANSDIGM GROUP INC | 2.2% |
|
SNOWFLAKE, INC. CLASS A | 2.0% |
BGRO Underweight Relative to PJFG
|
MASTERCARD INCORPORATED CLASS A | -4.0% |
|
APPLE INC | -2.7% |
|
GE AEROSPACE | -2.6% |
|
META PLATFORMS INC | -2.4% |
|
COSTCO WHOLESALE CORP | -2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.2% |
|
CADENCE DESIGN SYS INC | -2.2% |
|
WALT DISNEY CO/THE | -2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.0% |
|
TESLA MOTORS INC | -1.8% |