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
24%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
7%
ALSO IN TOGA
TOGA
29
HOLDINGS
24%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus TOGA)
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 TOGA |
Overlap | |
|---|---|---|---|---|
 |
SPOTIFY TECHNOLOGY SA | 6.7% | 5.1% | 5.1% |
|
UBER TECHNOLOGIES, INC. | 8.0% | 4.6% | 4.6% |
|
DOORDASH, INC. CLASS A | 4.5% | 4.5% | 4.5% |
|
REDDIT INC-CL A | 3.7% | 5.5% | 3.7% |
|
TKO GROUP HOLDINGS, INC. CLASS A | 2.8% | 3.4% | 2.8% |
GFLW Overweight Relative to TOGA
|
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 TOGA
|
VARONIS SYSTEMS INC | -4.7% |
|
SHOPIFY, INC. CLASS A | -4.3% |
 |
CTS EVENTIM | -4.3% |
|
MATCH GROUP, INC. | -4.3% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | -4.1% |
 |
COUPANG, INC. CLASS A | -4.1% |
|
WYNDHAM HOTELS & RESORTS, INC. | -4.1% |
 |
MERCADOLIBRE INC | -3.7% |
|
LIVE NATION INC | -3.6% |
|
REALREAL, INC. | -3.5% |