Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
GGRW
42
HOLDINGS
34%
ALSO IN GK
GK
31
HOLDINGS
43%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus GK)
OVERLAPPING HOLDINGS
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| Company | Weight in GGRW |
Weight in GK |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 9.1% | 7.2% | 7.2% |
|
ALPHABET INC. CLASS C | 6.5% | 8.7% | 6.5% |
|
BROADCOM INC. | 5.1% | 5.8% | 5.1% |
|
GE VERONA | 4.4% | 5.2% | 4.4% |
|
ELI LILLY & CO | 3.9% | 6.8% | 3.9% |
GGRW Overweight Relative to GK
|
APPLIED MATERIALS INC | 4.6% |
|
GE AEROSPACE | 3.9% |
|
META PLATFORMS INC | 3.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.9% |
 |
ASML HOLDING NV-NY REG SHS | 2.9% |
|
AMAZON.COM INC | 2.7% |
 |
EATON CORP PLC | 2.4% |
|
TESLA MOTORS INC | 2.1% |
|
STRYKER CORP | 2.1% |
|
CATERPILLAR INC | 2.1% |
GGRW Underweight Relative to GK
|
MICRON TECHNOLOGY INC | -11.4% |
|
QUANTA SERVICES INC | -3.8% |
|
TRANE TECHNOLOGIES PLC | -3.3% |
|
FIRSTCASH, INC. | -3.2% |
|
ELI LILLY & CO | -2.9% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.5% |
|
STERLING CONSTRUCTION CO | -2.5% |
|
LPL FINANCIAL HOLDINGS INC | -2.4% |
|
ALPHABET INC. CLASS C | -2.3% |
|
KRATOS DEFENSE & SECURITY | -2.1% |