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
18%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GFGF
28
HOLDINGS
25%
ALSO IN TOLL
TOLL
43
HOLDINGS
16%
ALSO IN GFGF
SECTOR DRIFT (GFGF minus TOLL)
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 TOLL |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 3.9% | 5.6% | 3.9% |
|
MSCI INC-A | 4.6% | 3.0% | 3.0% |
|
SYNOPSYS INC | 2.9% | 2.9% | 2.9% |
|
MOODY'S CORP | 2.9% | 3.0% | 2.9% |
|
COPART INC | 3.1% | 2.4% | 2.4% |
GFGF Overweight Relative to TOLL
|
ALPHABET INC. CLASS A | 7.7% |
|
NVIDIA CORP | 7.4% |
|
MICROSOFT CORP | 5.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.8% |
|
BROWN & BROWN INC | 4.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% |
|
APPLE INC | 3.6% |
|
ARTHUR J GALLAGHER & CO | 3.3% |
|
AMAZON.COM INC | 3.1% |
GFGF Underweight Relative to TOLL
|
GE AEROSPACE | -6.1% |
|
INTUIT INC | -4.7% |
|
PERFORMANCE FOOD GROUP COMPANY | -4.3% |
|
CBOE HOLDINGS INC | -3.6% |
|
INTERCONTINENTALEXCHANGE INC | -3.3% |
 |
AON PLC CLASS A | -3.0% |
|
KLA CORPORATION | -3.0% |
|
LAM RESEARCH CORP | -3.0% |
|
CME GROUP INC | -2.7% |
 |
GRUPO FERROVIAL | -2.6% |