Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
69%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
BGRO
39
HOLDINGS
41%
ALSO IN PJFG
PJFG
35
HOLDINGS
48%
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% | 13.9% | 13.8% |
|
MICROSOFT CORP | 9.6% | 9.8% | 9.6% |
|
AMAZON.COM INC | 8.6% | 10.4% | 8.6% |
|
BROADCOM INC. | 7.1% | 7.9% | 7.1% |
|
APPLE INC | 7.2% | 6.9% | 6.9% |
BGRO Overweight Relative to PJFG
|
VISA INC. CLASS A | 3.9% |
|
INTUIT INC | 2.9% |
|
KKR & CO LP | 2.5% |
 |
FERRARI NV | 1.6% |
|
APPLOVIN CORP. CLASS A | 1.5% |
|
ORACLE CORP | 1.5% |
|
CARVANA CO. CLASS A | 1.5% |
|
AXON ENTERPRISE INC | 1.4% |
|
AMPHENOL CORP-CL A | 1.4% |
|
ELI LILLY & CO | 1.3% |
BGRO Underweight Relative to PJFG
|
ALPHABET INC. CLASS A | -5.2% |
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
|
META PLATFORMS INC | -4.6% |
|
NETFLIX INC | -3.9% |
|
COSTCO WHOLESALE CORP | -3.3% |
 |
MERCADOLIBRE INC | -2.5% |
|
SERVICENOW INC | -2.3% |
|
WALT DISNEY CO/THE | -2.2% |
|
BOEING CO | -2.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.9% |