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
36%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
BGRO
34
HOLDINGS
27%
ALSO IN WUGI
WUGI
25
HOLDINGS
30%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus WUGI)
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 WUGI |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.3% | 20.2% | 14.3% |
|
BROADCOM INC. | 5.5% | 9.8% | 5.5% |
|
META PLATFORMS INC | 4.6% | 5.5% | 4.6% |
|
AMAZON.COM INC | 8.8% | 3.7% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 3.0% | 3.8% | 3.0% |
BGRO Overweight Relative to WUGI
|
APPLE INC | 5.6% |
|
MICROSOFT CORP | 5.4% |
|
ALPHABET INC. CLASS A | 5.3% |
|
AMAZON.COM INC | 5.1% |
|
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% |
BGRO Underweight Relative to WUGI
 |
TAIWAN SEMICONDUCTOR-SP ADR | -12.6% |
|
SYNOPSYS INC | -6.6% |
|
NVIDIA CORP | -5.9% |
|
BROADCOM INC. | -4.4% |
|
CADENCE DESIGN SYS INC | -3.3% |
|
KRANESHARES CSI CHINA INTERNET ETF | -3.1% |
|
MONGODB, INC. CLASS A | -2.8% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -2.5% |
 |
SIEMENS ENERGY AG | -2.3% |
|
CLOUDFLARE INC CLASS A | -2.2% |