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
OVERLAP
48%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
FFOG
44
HOLDINGS
26%
ALSO IN SEMG
SEMG
24
HOLDINGS
43%
ALSO IN FFOG
SECTOR DRIFT (FFOG minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in FFOG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.7% | 11.2% | 11.2% |
|
ALPHABET INC. CLASS A | 8.8% | 10.9% | 8.8% |
|
MICROSOFT CORP | 5.8% | 6.9% | 5.8% |
|
APPLE INC | 5.7% | 5.4% | 5.4% |
|
BROADCOM INC. | 5.1% | 5.5% | 5.1% |
FFOG Overweight Relative to SEMG
|
AMAZON.COM INC | 9.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.8% |
|
KLA CORPORATION | 3.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.9% |
 |
CELESTICA INC | 2.9% |
|
TESLA MOTORS INC | 2.7% |
|
LAM RESEARCH CORP | 2.3% |
|
ADVANCED MICRO DEVICES | 2.3% |
|
GE VERONA | 1.8% |
|
QUANTA SERVICES INC | 1.7% |
FFOG Underweight Relative to SEMG
|
VISA INC. CLASS A | -6.2% |
|
MCKESSON CORP | -5.2% |
|
WW GRAINGER INC | -5.1% |
|
STRYKER CORP | -3.9% |
|
APPLIED MATERIALS INC | -3.0% |
|
S&P GLOBAL, INC. | -2.9% |
|
ELI LILLY & CO | -2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
AIRBNB, INC. CLASS A | -2.4% |
|
ALPHABET INC. CLASS A | -2.1% |