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
43%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
GGRW
32
HOLDINGS
41%
ALSO IN TMFE
TMFE
100
HOLDINGS
13%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus TMFE)
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 GGRW |
Weight in TMFE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.8% | 6.1% | 6.1% |
|
AMAZON.COM INC | 6.9% | 4.9% | 4.9% |
|
NVIDIA CORP | 10.7% | 4.6% | 4.6% |
|
MICROSOFT CORP | 5.5% | 4.6% | 4.6% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 4.5% | 4.5% |
GGRW Overweight Relative to TMFE
|
BROADCOM INC. | 6.9% |
|
GE VERONA | 6.4% |
|
NVIDIA CORP | 6.1% |
|
SPOTIFY TECHNOLOGY SA | 6.0% |
|
GE AEROSPACE | 5.2% |
 |
EATON CORP PLC | 3.8% |
|
ELI LILLY & CO | 3.6% |
|
STRYKER CORP | 3.5% |
|
KKR & CO LP | 3.4% |
|
BOSTON SCIENTIFIC CORP | 2.7% |
GGRW Underweight Relative to TMFE
|
WAL-MART STORES INC | -5.2% |
|
VISA INC. CLASS A | -4.7% |
|
COSTCO WHOLESALE CORP | -3.8% |
|
LAM RESEARCH CORP | -2.5% |
|
TJX COMPANIES INC | -2.2% |
|
ADOBE SYSTEMS INC | -2.1% |
|
GILEAD SCIENCES INC | -2.0% |
|
BOOKING HOLDINGS INC. | -1.8% |
|
HCA HOLDINGS INC | -1.7% |
|
ARISTA NETWORKS, INC. | -1.7% |