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
19%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GGRW
37
HOLDINGS
22%
ALSO IN TMFG
TMFG
40
HOLDINGS
18%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus TMFG)
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 TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.2% | 8.7% | 7.2% |
|
AMAZON.COM INC | 6.5% | 6.9% | 6.5% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% | 3.7% | 3.2% |
|
NETFLIX INC | 3.0% | 0.8% | 0.8% |
|
COSTCO WHOLESALE CORP | 0.7% | 3.6% | 0.7% |
GGRW Overweight Relative to TMFG
|
NVIDIA CORP | 9.1% |
|
GE VERONA | 6.7% |
|
BROADCOM INC. | 5.5% |
|
META PLATFORMS INC | 3.8% |
|
MICROSOFT CORP | 3.8% |
|
GE AEROSPACE | 3.8% |
|
ELI LILLY & CO | 3.7% |
|
APPLE INC | 3.4% |
|
APPLIED MATERIALS INC | 3.1% |
 |
EATON CORP PLC | 2.6% |
GGRW Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -5.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.3% |
|
STONEX GROUP INC | -4.3% |
 |
WASTE CONNECTIONS, INC. | -3.4% |
 |
FABRINET | -3.4% |
|
EQUINIX INC | -3.3% |
|
WATSCO INC | -3.3% |
 |
NINTENDO CO LTD | -3.2% |
|
COSTCO WHOLESALE CORP | -2.9% |
 |
LONDON STOCK EXCHANGE GROUP | -2.6% |