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
16%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GFGF
29
HOLDINGS
25%
ALSO IN TOLL
TOLL
36
HOLDINGS
21%
ALSO IN GFGF
SECTOR DRIFT (GFGF minus TOLL)
OVERLAPPING HOLDINGS
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| Company | Weight in GFGF |
Weight in TOLL |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 4.1% | 5.1% | 4.1% |
|
MOODY'S CORP | 2.8% | 2.6% | 2.6% |
|
MSCI INC-A | 4.4% | 2.4% | 2.4% |
|
SYNOPSYS INC | 2.2% | 2.0% | 2.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% | 1.8% | 1.8% |
GFGF Overweight Relative to TOLL
|
MICROSOFT CORP | 7.1% |
|
ALPHABET INC. CLASS A | 4.8% |
|
APPLE INC | 4.6% |
|
UNITEDHEALTH GROUP INC | 4.5% |
 |
ASML HOLDING NV-NY REG SHS | 4.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.4% |
|
NVIDIA CORP | 4.3% |
|
ELI LILLY & CO | 4.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
AMAZON.COM INC | 3.2% |
GFGF Underweight Relative to TOLL
|
GE AEROSPACE | -5.3% |
|
LAM RESEARCH CORP | -5.3% |
|
FORTINET INC | -5.2% |
|
KLA CORPORATION | -4.9% |
|
PERFORMANCE FOOD GROUP COMPANY | -4.6% |
|
CBOE HOLDINGS INC | -4.5% |
|
APPLIED MATERIALS INC | -3.4% |
|
KEYSIGHT TECHNOLOGIES INC | -3.2% |
|
BROADCOM INC. | -3.0% |
|
ON SEMICONDUCTOR CORPORATION | -3.0% |