Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GGRW
32
HOLDINGS
13%
ALSO IN TMFG
TMFG
41
HOLDINGS
10%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in GGRW |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.8% | 6.9% | 6.9% |
|
AMAZON.COM INC | 6.9% | 5.8% | 5.8% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 4.3% | 4.3% |
|
COSTCO WHOLESALE CORP | 0.8% | 3.2% | 0.8% |
GGRW Overweight Relative to TMFG
|
NVIDIA CORP | 10.7% |
|
BROADCOM INC. | 6.9% |
|
NETFLIX INC | 6.7% |
|
GE VERONA | 6.4% |
|
META PLATFORMS INC | 6.2% |
|
SPOTIFY TECHNOLOGY SA | 6.0% |
|
MICROSOFT CORP | 5.5% |
|
GE AEROSPACE | 5.2% |
 |
EATON CORP PLC | 3.8% |
|
ELI LILLY & CO | 3.6% |
GGRW Underweight Relative to TMFG
 |
NINTENDO CO LTD | -5.1% |
 |
INTL CONTAINER TERM SVCS INC | -4.4% |
 |
WASTE CONNECTIONS, INC. | -3.9% |
|
AXON ENTERPRISE INC | -3.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.1% |
|
ICON PLC | -3.1% |
|
WATSCO INC | -2.8% |
|
BROOKFIELD ASSET MGMT-A | -2.6% |
|
AON PLC CLASS A | -2.6% |
 |
FABRINET | -2.6% |