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
38%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
19%
ALSO IN FDN
FDN
42
HOLDINGS
44%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus FDN)
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 FDN |
Overlap | |
|---|---|---|---|---|
 |
NETFLIX INC | 13.4% | 5.6% | 5.6% |
|
ARISTA NETWORKS, INC. | 6.4% | 4.8% | 4.8% |
|
SNOWFLAKE, INC. CLASS A | 5.0% | 4.2% | 4.2% |
|
SALESFORCE.COM INC | 4.1% | 4.0% | 4.0% |
|
BOOKING HOLDINGS INC. | 6.8% | 3.9% | 3.9% |
GFLW Overweight Relative to FDN
|
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 FDN
|
META PLATFORMS INC | -10.5% |
|
AMAZON.COM INC | -9.9% |
|
CISCO SYSTEMS INC | -9.0% |
|
ALPHABET INC. CLASS A | -5.6% |
|
ALPHABET INC. CLASS C | -4.5% |
|
CLOUDFLARE INC CLASS A | -3.8% |
|
ORACLE CORP | -3.8% |
|
CIENA CORP | -2.1% |
|
PAYPAL HOLDINGS INC | -1.5% |
|
CARVANA CO. CLASS A | -1.5% |