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
35
Number of overlapping holdings
22.7%
% of FBCG's 190 holdings also in MMLG
45.5%
% of MMLG's 78 holdings also in FBCG
Overlap by Weight
Sector Drift (FBCG minus MMLG)
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 FBCG |
Weight in MMLG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.8% | 9.0% | 9.0% |
|
NVIDIA CORP | 14.3% | 7.6% | 7.6% |
|
AMAZON.COM INC | 9.3% | 7.4% | 7.4% |
|
META PLATFORMS INC | 6.2% | 4.9% | 4.9% |
|
APPLE INC | 7.9% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
FBCG Overweight Relative to MMLG
|
NVIDIA CORP | 6.7% |
|
APPLE INC | 4.7% |
|
ALPHABET INC. CLASS A | 3.2% |
|
MARVELL TECHNOLOGY, INC. | 2.2% |
|
AMAZON.COM INC | 1.9% |
 |
NXP SEMICONDUCTORS NV | 1.7% |
|
META PLATFORMS INC | 1.3% |
|
SNAP, INC. CLASS A | 1.3% |
|
ELI LILLY & CO | 1.2% |
|
LOWE'S COS INC | 1.1% |
FBCG Underweight Relative to MMLG
|
SERVICENOW INC | -3.7% |
|
DEXCOM INC | -2.1% |
|
VISA INC. CLASS A | -2.0% |
|
ASML HOLDING NV-NY REG SHS | -1.7% |
 |
NU HOLDINGS LTD. CLASS A | -1.7% |
|
DATADOG INC CLASS A | -1.7% |
|
SNOWFLAKE, INC. CLASS A | -1.6% |
|
EDWARDS LIFESCIENCES CORP | -1.6% |
|
LAM RESEARCH CORP | -1.6% |
|
ATLASSIAN CORP. PLC CLASS A | -1.5% |