Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
FDG
46
HOLDINGS
10%
ALSO IN TMFG
TMFG
43
HOLDINGS
10%
ALSO IN FDG
SECTOR DRIFT (FDG minus TMFG)
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 FDG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 15.0% | 7.8% | 7.8% |
|
AMAZON.COM INC | 7.2% | 6.8% | 6.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% | 4.7% | 2.2% |
|
NETFLIX INC | 2.2% | 0.7% | 0.7% |
FDG Overweight Relative to TMFG
|
NVIDIA CORP | 19.2% |
|
ALPHABET INC. CLASS C | 7.1% |
|
MICROSOFT CORP | 5.5% |
|
TESLA MOTORS INC | 5.4% |
|
META PLATFORMS INC | 4.1% |
|
CADENCE DESIGN SYS INC | 3.2% |
|
SHOPIFY, INC. CLASS A | 2.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.0% |
|
ROCKET LAB CORP | 1.9% |
|
OKTA, INC. CLASS A | 1.7% |
FDG Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -6.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.9% |
 |
WASTE CONNECTIONS, INC. | -3.5% |
|
COSTCO WHOLESALE CORP | -3.5% |
 |
NINTENDO CO LTD | -3.4% |
|
STONEX GROUP INC | -3.3% |
|
EQUINIX INC | -3.3% |
|
FASTENAL CO | -3.0% |
|
DEXCOM INC | -2.7% |
 |
FABRINET | -2.7% |