Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
19.2%
% of GGRW's 26 holdings also in LRNZ
26.3%
% of LRNZ's 20 holdings also in GGRW
Overlap by Weight
Sector Drift (GGRW minus LRNZ)
Overlapping Holdings
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| Company | Weight in GGRW |
Weight in LRNZ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 6.1% | 7.9% | 6.1% |
|
AMAZON.COM INC | 8.4% | 4.0% | 4.0% |
|
SNOWFLAKE, INC. CLASS A | 3.9% | 9.2% | 3.9% |
|
SERVICENOW INC | 3.9% | 4.7% | 3.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.5% | 7.7% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to LRNZ
|
MICROSOFT CORP | 8.3% |
|
VISA INC-CLASS A SHARES | 5.0% |
|
THERMO FISHER SCIENTIFIC INC | 4.8% |
|
LATTICE SEMICONDUCTOR CORP | 4.5% |
|
AMAZON.COM INC | 4.4% |
|
INTUITIVE SURGICAL INC | 4.3% |
|
APPLIED MATERIALS INC | 3.9% |
|
DANAHER CORP | 3.6% |
|
APTIV PLC | 3.4% |
|
EDWARDS LIFESCIENCES CORP | 3.2% |
GGRW Underweight Relative to LRNZ
|
ZSCALER, INC. | -7.0% |
|
ADVANCED MICRO DEVICES | -6.9% |
|
DATADOG INC CLASS A | -5.8% |
|
SNOWFLAKE, INC. CLASS A | -5.3% |
|
MOBILEYE N.V. | -4.6% |
|
RELAY THERAPEUTICS, INC. | -4.5% |
 |
ABCELLERA BIOLOGICS, INC. | -4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.3% |
|
ELASTIC NV | -3.9% |
|
ROBLOX CORP. CLASS A | -3.2% |