Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GFGF
29
HOLDINGS
17%
ALSO IN AKRE
AKRE
16
HOLDINGS
31%
ALSO IN GFGF
SECTOR DRIFT (GFGF minus AKRE)
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 GFGF |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 3.6% | 6.9% | 3.6% |
|
MASTERCARD INCORPORATED CLASS A | 3.0% | 12.1% | 3.0% |
|
MOODY'S CORP | 2.7% | 6.3% | 2.7% |
|
COPART INC | 2.3% | 3.7% | 2.3% |
|
COSTAR GROUP INC | 2.0% | 3.9% | 2.0% |
GFGF Overweight Relative to AKRE
|
MICROSOFT CORP | 5.9% |
|
ALPHABET INC. CLASS A | 5.2% |
|
MSCI INC-A | 4.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.4% |
|
NVIDIA CORP | 4.4% |
|
UNITEDHEALTH GROUP INC | 3.8% |
|
APPLE INC | 3.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.8% |
|
MONOLITHIC POWER SYSTEMS INC | 3.7% |
 |
ASML HOLDING NV-NY REG SHS | 3.7% |
GFGF Underweight Relative to AKRE
 |
CONSTELLATION SOFTWARE INC | -11.4% |
|
MASTERCARD INCORPORATED CLASS A | -9.1% |
|
BROOKFIELD CORP | -9.0% |
|
KKR & CO LP | -8.5% |
|
ROPER TECHNOLOGIES, INC. | -6.2% |
|
FAIR ISAAC CORP | -4.7% |
|
MOODY'S CORP | -3.6% |
|
VISA INC. CLASS A | -3.3% |
|
AIRBNB, INC. CLASS A | -2.6% |
|
O'REILLY AUTOMOTIVE INC | -2.5% |