Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
30%
ALSO IN MFMO
MFMO
100
HOLDINGS
29%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus MFMO)
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 MFMO |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 10.3% | 5.4% | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 9.4% | 5.0% | 5.0% |
|
LAM RESEARCH CORP | 16.6% | 4.9% | 4.9% |
|
NVIDIA CORP | 23.6% | 4.7% | 4.7% |
|
ARISTA NETWORKS, INC. | 6.4% | 3.3% | 3.3% |
GFLW Overweight Relative to MFMO
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
NVIDIA CORP | 18.8% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
|
NEWMONT MINING CORP | 15.1% |
GFLW Underweight Relative to MFMO
|
EXXON MOBIL HOLDING CORP | -5.0% |
|
CISCO SYSTEMS INC | -5.0% |
|
CHEVRON CORP | -4.9% |
|
MICRON TECHNOLOGY INC | -4.8% |
|
ALPHABET INC. CLASS C | -4.7% |
|
ADVANCED MICRO DEVICES | -4.7% |
|
INTEL CORP | -4.1% |
|
MODERNA, INC. | -3.2% |
|
AMGEN INC | -3.0% |
|
CORNING INC | -2.6% |