Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
10.2%
% of BUYZ's 50 holdings also in TMFG
13.9%
% of TMFG's 37 holdings also in BUYZ
Overlap by Weight
Sector Drift (BUYZ minus TMFG)
Overlapping Holdings
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| Company | Weight in BUYZ |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 10.1% | 6.4% | 6.4% |
|
MASTERCARD INCORPORATED CLASS A | 3.5% | 4.8% | 3.5% |
|
COSTCO WHOLESALE CORP | 5.3% | 2.7% | 2.7% |
|
FASTENAL CO | 4.4% | 2.3% | 2.3% |
 |
MERCADOLIBRE INC | 4.2% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
BUYZ Overweight Relative to TMFG
|
UBER TECHNOLOGIES, INC. | 8.0% |
 |
SHOPIFY, INC. CLASS A | 6.5% |
|
DOORDASH, INC. CLASS A | 5.5% |
|
WW GRAINGER INC | 5.1% |
|
BOOKING HOLDINGS INC. | 3.6% |
|
AMAZON.COM INC | 3.6% |
|
COPART INC | 3.6% |
|
VISA INC. CLASS A | 3.2% |
|
MANHATTAN ASSOCIATES INC | 3.1% |
|
COSTCO WHOLESALE CORP | 2.6% |
BUYZ Underweight Relative to TMFG
 |
ICON PLC | -5.6% |
|
WATSCO INC | -4.9% |
|
AXON ENTERPRISE INC | -4.9% |
|
WASTE CONNECTIONS, INC. | -4.3% |
 |
INTL CONTAINER TERM SVCS INC | -4.0% |
|
ALPHABET INC. CLASS C | -3.6% |
|
CANADIAN NATL RAILWAY CO | -3.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.4% |
|
SALESFORCE.COM INC | -2.9% |
|
AMERICAN TOWER CORP-CL A | -2.8% |