Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
64%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
FBCG
215
HOLDINGS
13%
ALSO IN PJFG
PJFG
38
HOLDINGS
74%
ALSO IN FBCG
SECTOR DRIFT (FBCG minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in FBCG |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 15.9% | 12.5% | 12.5% |
|
ALPHABET INC. CLASS A | 9.1% | 8.9% | 8.9% |
|
APPLE INC | 10.9% | 8.8% | 8.8% |
|
AMAZON.COM INC | 8.0% | 8.5% | 8.0% |
|
MICROSOFT CORP | 5.0% | 5.1% | 5.0% |
FBCG Overweight Relative to PJFG
|
MARVELL TECHNOLOGY, INC. | 3.9% |
|
NVIDIA CORP | 3.4% |
|
APPLE INC | 2.1% |
|
WESTERN DIGITAL CORP | 2.1% |
|
MICRON TECHNOLOGY INC | 1.9% |
|
ASTERA LABS INC | 1.2% |
|
MONOLITHIC POWER SYSTEMS INC | 1.0% |
|
GE VERONA | 0.9% |
 |
CELESTICA INC | 0.8% |
|
LUMENTUM HOLDINGS INC | 0.8% |
FBCG Underweight Relative to PJFG
|
GE AEROSPACE | -3.9% |
|
ADVANCED MICRO DEVICES | -3.6% |
|
MASTERCARD INCORPORATED CLASS A | -2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.6% |
|
AMPHENOL CORP-CL A | -2.1% |
|
ELI LILLY & CO | -2.0% |
|
KLA CORPORATION | -1.8% |
|
WALT DISNEY CO/THE | -1.8% |
|
CADENCE DESIGN SYS INC | -1.8% |
|
TESLA MOTORS INC | -1.7% |