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
7
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
7%
ALSO IN BJK
BJK
43
HOLDINGS
19%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus BJK)
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 BJK |
Overlap | |
|---|---|---|---|---|
 |
UBER TECHNOLOGIES, INC. | 8.0% | 7.9% | 7.9% |
|
DOORDASH, INC. CLASS A | 4.5% | 4.4% | 4.4% |
|
AIRBNB, INC. CLASS A | 10.0% | 4.3% | 4.3% |
|
DRAFTKINGS INC CLASS A | 4.0% | 3.4% | 3.4% |
|
REDDIT INC-CL A | 3.7% | 2.5% | 2.5% |
GFLW Overweight Relative to BJK
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
NVIDIA CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
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 BJK
 |
SHOPIFY, INC. CLASS A | -10.6% |
|
ROBLOX CORP. CLASS A | -8.5% |
 |
NETEASE.COM INC-ADR | -8.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -8.0% |
|
SCHWAB (CHARLES) CORP | -7.0% |
|
CME GROUP INC | -4.4% |
|
EBAY INC | -4.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.7% |
 |
NU HOLDINGS LTD. CLASS A | -2.7% |
|
PAYPAL HOLDINGS INC | -2.1% |