Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GGRW
42
HOLDINGS
18%
ALSO IN MBCC
MBCC
15
HOLDINGS
58%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus MBCC)
OVERLAPPING HOLDINGS
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| Company | Weight in GGRW |
Weight in MBCC |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 4.6% | 5.5% | 4.6% |
|
NVIDIA CORP | 9.1% | 4.0% | 4.0% |
|
ELI LILLY & CO | 3.9% | 4.0% | 3.9% |
|
GE AEROSPACE | 3.9% | 4.5% | 3.9% |
|
BROADCOM INC. | 5.1% | 3.7% | 3.7% |
GGRW Overweight Relative to MBCC
|
ALPHABET INC. CLASS C | 6.5% |
|
AMAZON.COM INC | 5.6% |
|
NVIDIA CORP | 5.1% |
|
GE VERONA | 4.4% |
|
META PLATFORMS INC | 3.4% |
|
APPLE INC | 3.4% |
|
MICROSOFT CORP | 3.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.9% |
 |
ASML HOLDING NV-NY REG SHS | 2.9% |
 |
EATON CORP PLC | 2.4% |
GGRW Underweight Relative to MBCC
|
LAM RESEARCH CORP | -4.9% |
|
MICRON TECHNOLOGY INC | -4.7% |
|
TEXAS INSTRUMENTS INC | -4.3% |
|
ADVANCED MICRO DEVICES | -4.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.3% |
|
INTUITIVE SURGICAL INC | -2.3% |
|
NETFLIX INC | -1.3% |
|
APPLIED MATERIALS INC | -0.9% |
|
GE AEROSPACE | -0.6% |
|
ELI LILLY & CO | -0.1% |