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
30%
OVERLAP
BY WEIGHT
37
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
38%
ALSO IN PALC
PALC
170
HOLDINGS
22%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus PALC)
OVERLAPPING HOLDINGS
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| Company | Weight in GFLW |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 3.7% | 4.2% | 3.7% |
|
NETFLIX INC | 13.4% | 2.7% | 2.7% |
|
SERVICENOW INC | 4.3% | 1.8% | 1.8% |
|
SALESFORCE.COM INC | 4.1% | 1.5% | 1.5% |
|
INTUITIVE SURGICAL INC | 6.8% | 1.2% | 1.2% |
GFLW Overweight Relative to PALC
|
ELI LILLY & CO | 25.7% |
|
NVIDIA CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
SANDISK CORP | 22.3% |
|
DELL TECHNOLOGIES INC CLASS C | 20.8% |
|
CARDINAL HEALTH INC | 17.0% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
|
APPLIED MATERIALS INC | 16.6% |
|
LAM RESEARCH CORP | 16.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 15.4% |
GFLW Underweight Relative to PALC
|
META PLATFORMS INC | -5.9% |
|
ORACLE CORP | -2.6% |
|
MODERNA, INC. | -2.2% |
|
ACCENTURE PLC-CL A | -1.6% |
|
WALT DISNEY CO/THE | -1.5% |
|
SYNOPSYS INC | -1.4% |
|
ABBOTT LABORATORIES | -1.3% |
|
MCDONALD'S CORP | -1.2% |
|
CONSTELLATION ENERGY CORPORATION | -1.2% |
|
AT&T INC | -1.1% |