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
22%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
6%
ALSO IN WNDR
WNDR
55
HOLDINGS
11%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus WNDR)
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 WNDR |
Overlap | |
|---|---|---|---|---|
 |
UBER TECHNOLOGIES, INC. | 8.0% | 4.6% | 4.6% |
|
BOOKING HOLDINGS INC. | 6.8% | 4.2% | 4.2% |
|
MARRIOTT INTERNATIONAL-CL A | 9.2% | 4.0% | 4.0% |
|
AIRBNB, INC. CLASS A | 10.0% | 3.9% | 3.9% |
|
HILTON WORLDWIDE HOLDINGS, INC. | 5.6% | 3.8% | 3.8% |
GFLW Overweight Relative to WNDR
|
ELI LILLY & CO | 25.7% |
|
NVIDIA CORP | 23.6% |
|
SANDISK 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 WNDR
|
WALT DISNEY CO/THE | -6.7% |
|
AMERICAN EXPRESS CO | -5.7% |
|
ROYAL CARIBBEAN CRUISES LTD | -4.2% |
|
DELTA AIR LINES INC | -3.8% |
|
UNITED CONTINENTAL HOLDINGS | -3.0% |
|
EXPEDIA GROUP INC | -2.6% |
|
LIVE NATION INC | -2.5% |
|
RYANAIR HOLDINGS PLC SPONSORED ADR | -2.5% |
|
CARNIVAL CORP | -2.5% |
 |
INTERCONTINENTAL HOTELS GROUP PLC SP | -2.4% |