Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
60%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
FBCG
231
HOLDINGS
14%
ALSO IN PJFG
PJFG
40
HOLDINGS
78%
ALSO IN FBCG
SECTOR DRIFT (FBCG minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in FBCG |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 16.0% | 12.0% | 12.0% |
|
ALPHABET INC. CLASS A | 8.4% | 9.1% | 8.4% |
|
APPLE INC | 9.4% | 7.3% | 7.3% |
|
MICROSOFT CORP | 5.1% | 5.9% | 5.1% |
|
AMAZON.COM INC | 5.0% | 5.4% | 5.0% |
FBCG Overweight Relative to PJFG
|
NVIDIA CORP | 4.0% |
|
MICRON TECHNOLOGY INC | 2.4% |
|
APPLE INC | 2.1% |
|
MARVELL TECHNOLOGY, INC. | 1.3% |
|
WESTERN DIGITAL CORP | 1.3% |
|
APPLOVIN CORP. CLASS A | 0.9% |
|
MONOLITHIC POWER SYSTEMS INC | 0.9% |
 |
CELESTICA INC | 0.7% |
|
ASTERA LABS INC | 0.7% |
|
TWILIO, INC. CLASS A | 0.7% |
FBCG Underweight Relative to PJFG
|
ADVANCED MICRO DEVICES | -3.1% |
|
GE AEROSPACE | -2.9% |
|
MASTERCARD INCORPORATED CLASS A | -2.8% |
|
ELI LILLY & CO | -1.8% |
|
SNOWFLAKE, INC. CLASS A | -1.6% |
|
DATADOG INC CLASS A | -1.6% |
|
VERTEX PHARMACEUTICALS INC | -1.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.5% |
|
SPOTIFY TECHNOLOGY SA | -1.5% |
|
KLA CORPORATION | -1.4% |