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
27%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
4%
ALSO IN MEDI
MEDI
45
HOLDINGS
10%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus MEDI)
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 MEDI |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 25.7% | 22.2% | 22.2% |
|
MCKESSON CORP | 10.2% | 2.0% | 2.0% |
|
IDEXX LABORATORIES INC | 4.5% | 1.8% | 1.8% |
|
DEXCOM INC | 3.1% | 0.5% | 0.5% |
GFLW Overweight Relative to MEDI
|
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% |
|
NEWMONT MINING CORP | 15.1% |
GFLW Underweight Relative to MEDI
 |
ARGENX SE ADR | -4.3% |
|
RHYTHM PHARMACEUTICALS, INC. | -3.8% |
|
NATERA INC | -2.9% |
|
INSMED INC | -2.9% |
|
ABBVIE INC | -2.6% |
|
GUARDANT HEALTH, INC. | -2.5% |
|
GILEAD SCIENCES INC | -2.4% |
|
VAXCYTE, INC. | -2.3% |
|
REVOLUTION MEDICINES, INC. | -2.2% |
|
DANAHER CORP | -2.2% |