Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
GFGF
29
HOLDINGS
31%
ALSO IN SEMG
SEMG
20
HOLDINGS
45%
ALSO IN GFGF
SECTOR DRIFT (GFGF minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in GFGF |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.8% | 9.1% | 9.1% |
|
NVIDIA CORP | 7.5% | 11.4% | 7.5% |
|
ALPHABET INC. CLASS A | 6.5% | 9.6% | 6.5% |
|
VISA INC. CLASS A | 4.1% | 6.1% | 4.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.0% | 4.5% | 4.0% |
GFGF Overweight Relative to SEMG
|
MSCI INC-A | 4.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.6% |
|
BROWN & BROWN INC | 4.2% |
|
SYNOPSYS INC | 3.7% |
|
COPART INC | 3.4% |
|
ARTHUR J GALLAGHER & CO | 3.3% |
|
AMAZON.COM INC | 3.3% |
|
MOODY'S CORP | 3.1% |
 |
DESCARTES SYSTEMS GRP/THE | 3.0% |
|
PAYCHEX INC | 2.4% |
GFGF Underweight Relative to SEMG
|
BOOKING HOLDINGS INC. | -7.3% |
|
INTUIT INC | -5.8% |
|
STRYKER CORP | -4.6% |
|
NVIDIA CORP | -3.9% |
|
WW GRAINGER INC | -3.9% |
|
SALESFORCE.COM INC | -3.8% |
|
FISERV, INC. | -3.4% |
 |
ACCENTURE PLC-CL A | -3.4% |
|
ALPHABET INC. CLASS A | -3.1% |
|
AUTOMATIC DATA PROCESSING | -3.0% |