Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
61.2%
% of FTAG's 55 holdings also in VEGI
23.1%
% of VEGI's 150 holdings also in FTAG
Overlap by Weight
Sector Drift (FTAG minus VEGI)
Overlapping Holdings
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Company | Weight in FTAG |
Weight in VEGI |
Overlap | |
---|---|---|---|---|
DEERE & CO | 10.6% | 22.5% | 10.6% | |
CORTEVA INC | 7.9% | 8.2% | 7.9% | |
NUTRIEN LTD. | 4.5% | 5.5% | 4.5% | |
KUBOTA CORP | 3.8% | 3.3% | 3.3% | |
CF INDUSTRIES HOLDINGS INC | 3.1% | 3.2% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
FTAG Overweight Relative to VEGI
BASF SE | 9.8% | |
MAHINDRA & MAHINDRA LTD. | 6.4% | |
BAYER AG | 5.6% | |
INDUSTRIES QATAR | 4.3% | |
PETRONAS CHEMICALS GROUP BHD | 2.4% | |
WILMAR INTERNATIONAL LTD | 2.3% | |
EVONIK INDUSTRIES AG | 2.0% | |
SITEONE LANDSCAPE SUPPLY, INC. | 1.5% | |
FERTIGLOBE PLC | 1.4% | |
QUIMICA Y MINERA CHIL-SP ADR | 1.3% |
FTAG Underweight Relative to VEGI
DEERE & CO | -11.9% | |
ARCHER-DANIELS-MIDLAND CO | -7.1% | |
LAMB WESTON HOLDINGS, INC. | -2.5% | |
MARINE HARVEST | -1.7% | |
TATA TEA LTD | -1.7% | |
INGREDION INC | -1.6% | |
SAUDI ARABIAN FERTILIZER CO. | -1.5% | |
DARLING INTERNATIONAL INC | -1.4% | |
WH GROUP LTD | -1.2% | |
NUTRIEN LTD. | -1.1% |