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
24%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
10%
ALSO IN ARWG
ARWG
40
HOLDINGS
26%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus ARWG)
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 GFLW |
Weight in ARWG |
Overlap | |
|---|---|---|---|---|
 |
ARISTA NETWORKS, INC. | 6.4% | 3.3% | 3.3% |
|
ZSCALER, INC. | 4.0% | 3.1% | 3.1% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% | 2.7% | 2.7% |
|
SNOWFLAKE, INC. CLASS A | 5.0% | 2.6% | 2.6% |
|
ROKU, INC. CLASS A | 7.1% | 2.5% | 2.5% |
GFLW Overweight Relative to ARWG
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
NVIDIA CORP | 21.3% |
|
DELL TECHNOLOGIES INC CLASS C | 18.9% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
LAM RESEARCH CORP | 16.6% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
GFLW Underweight Relative to ARWG
|
NETAPP INC | -3.1% |
|
SEMTECH CORP | -3.1% |
|
PHILLIPS 66 | -3.0% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -2.9% |
|
SYNOPSYS INC | -2.8% |
|
EXPEDITORS INTL WASH INC | -2.8% |
|
INSPIRE MEDICAL SYSTEMS, INC. | -2.8% |
|
CISCO SYSTEMS INC | -2.6% |
|
UIPATH INC CLASS A | -2.6% |
|
CHEESECAKE FACTORY INC/THE | -2.5% |