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
4
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
4%
ALSO IN BNGE
BNGE
46
HOLDINGS
10%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus BNGE)
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 BNGE |
Overlap | |
|---|---|---|---|---|
 |
ROKU, INC. CLASS A | 7.1% | 5.4% | 5.4% |
|
SPOTIFY TECHNOLOGY SA | 6.7% | 5.4% | 5.4% |
|
NETFLIX INC | 13.4% | 4.6% | 4.6% |
|
DRAFTKINGS INC CLASS A | 4.0% | 2.6% | 2.6% |
GFLW Overweight Relative to BNGE
|
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 BNGE
 |
NINTENDO CO LTD | -5.8% |
|
SONY CORP | -5.6% |
|
WALT DISNEY CO/THE | -5.6% |
 |
ARISTOCRAT LEISURE LTD | -5.1% |
|
UNITY SOFTWARE, INC. | -4.6% |
 |
NETEASE, INC | -4.5% |
|
TENCENT HOLDINGS LTD | -4.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.3% |
|
ROBLOX CORP. CLASS A | -4.2% |
|
KONAMI CORP | -3.9% |