Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
13.6%
% of FBCG's 190 holdings also in GGRW
70.0%
% of GGRW's 29 holdings also in FBCG
Overlap by Weight
Sector Drift (FBCG minus GGRW)
Overlapping Holdings
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| Company | Weight in FBCG |
Weight in GGRW |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 9.3% | 7.7% | 7.7% |
|
NVIDIA CORP | 14.3% | 6.7% | 6.7% |
|
META PLATFORMS INC | 6.2% | 9.1% | 6.2% |
|
MICROSOFT CORP | 9.8% | 4.6% | 4.6% |
|
ELI LILLY & CO | 2.7% | 5.2% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
FBCG Overweight Relative to GGRW
|
APPLE INC | 7.9% |
|
NVIDIA CORP | 7.6% |
|
ALPHABET INC. CLASS A | 5.7% |
|
MICROSOFT CORP | 5.2% |
|
MARVELL TECHNOLOGY, INC. | 2.2% |
 |
NXP SEMICONDUCTORS NV | 1.7% |
|
AMAZON.COM INC | 1.7% |
|
UBER TECHNOLOGIES, INC. | 1.4% |
|
SNAP, INC. CLASS A | 1.3% |
|
SALESFORCE.COM INC | 1.2% |
FBCG Underweight Relative to GGRW
|
SERVICENOW INC | -4.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.4% |
|
INTUITIVE SURGICAL INC | -4.3% |
|
PALO ALTO NETWORKS INC | -4.1% |
|
ALPHABET INC. CLASS C | -3.7% |
|
CHIPOTLE MEXICAN GRILL-CL A | -3.6% |
|
ADOBE SYSTEMS INC | -3.4% |
|
META PLATFORMS INC | -2.9% |
|
MASTERCARD INCORPORATED CLASS A | -2.9% |
|
NETFLIX INC | -2.6% |