Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
5%
ALSO IN EUV
EUV
39
HOLDINGS
13%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus EUV)
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 EUV |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 17.1% | 6.1% | 6.1% |
|
LAM RESEARCH CORP | 16.6% | 5.9% | 5.9% |
|
KLA CORPORATION | 10.6% | 4.7% | 4.7% |
|
MA-COM TECHNOLOGY SOLUTIONS | 4.4% | 3.2% | 3.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.5% | 3.0% | 2.5% |
GFLW Overweight Relative to EUV
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
NVIDIA CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
CARDINAL HEALTH INC | 17.0% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
|
NEWMONT MINING CORP | 15.1% |
|
WESTERN DIGITAL CORP | 14.9% |
GFLW Underweight Relative to EUV
 |
TAIWAN SEMICONDUCTOR-SP ADR | -11.4% |
 |
ASML HOLDING NV-NY REG SHS | -9.8% |
|
LUMENTUM HOLDINGS INC | -5.3% |
|
CORNING INC | -4.4% |
|
MARVELL TECHNOLOGY, INC. | -4.0% |
|
CIENA CORP | -3.6% |
|
COHERENT INC | -3.5% |
|
ENTEGRIS INC | -2.9% |
|
NANOMETRICS INC | -2.4% |
|
VIAVI SOLUTIONS INC. | -2.0% |