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
41%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
26%
ALSO IN OGIG
OGIG
49
HOLDINGS
51%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus OGIG)
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 OGIG |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 3.7% | 5.3% | 3.7% |
|
PALO ALTO NETWORKS INC | 10.3% | 3.1% | 3.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 9.4% | 2.9% | 2.9% |
|
SNOWFLAKE, INC. CLASS A | 5.0% | 2.5% | 2.5% |
|
DATADOG INC CLASS A | 5.5% | 2.3% | 2.3% |
GFLW Overweight Relative to OGIG
|
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 OGIG
|
META PLATFORMS INC | -6.4% |
|
MICROSOFT CORP | -6.0% |
|
ALPHABET INC. CLASS A | -6.0% |
|
AMAZON.COM INC | -5.7% |
|
ORACLE CORP | -3.8% |
 |
SHOPIFY, INC. CLASS A | -3.2% |
|
CLOUDFLARE INC CLASS A | -2.4% |
 |
NEBIUS GROUP NV | -2.2% |
 |
MERCADOLIBRE INC | -2.1% |
|
DIGITALOCEAN HOLDINGS, INC. | -1.9% |