Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
67%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
FBCG
189
HOLDINGS
15%
ALSO IN PJFG
PJFG
37
HOLDINGS
76%
ALSO IN FBCG
SECTOR DRIFT (FBCG minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in FBCG |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 17.5% | 11.5% | 11.5% |
|
ALPHABET INC. CLASS A | 10.5% | 9.8% | 9.8% |
|
AMAZON.COM INC | 9.8% | 9.2% | 9.2% |
|
APPLE INC | 11.3% | 8.1% | 8.1% |
|
MICROSOFT CORP | 6.0% | 5.7% | 5.7% |
FBCG Overweight Relative to PJFG
|
NVIDIA CORP | 6.0% |
|
MARVELL TECHNOLOGY, INC. | 3.6% |
|
APPLE INC | 3.3% |
|
WESTERN DIGITAL CORP | 1.2% |
|
LUMENTUM HOLDINGS INC | 1.2% |
|
MONOLITHIC POWER SYSTEMS INC | 1.2% |
 |
CELESTICA INC | 1.1% |
|
MICRON TECHNOLOGY INC | 1.0% |
|
GE VERONA | 0.9% |
|
GILEAD SCIENCES INC | 0.8% |
FBCG Underweight Relative to PJFG
|
GE AEROSPACE | -2.5% |
|
ADVANCED MICRO DEVICES | -2.4% |
|
MASTERCARD INCORPORATED CLASS A | -2.3% |
|
COSTCO WHOLESALE CORP | -1.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.5% |
|
WALT DISNEY CO/THE | -1.5% |
|
KLA CORPORATION | -1.5% |
|
CONSTELLATION ENERGY CORPORATION | -1.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -1.4% |
|
SPOTIFY TECHNOLOGY SA | -1.3% |