Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GGRW
42
HOLDINGS
18%
ALSO IN TMFG
TMFG
40
HOLDINGS
18%
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 | 6.5% | 7.6% | 6.5% |
|
AMAZON.COM INC | 5.6% | 6.3% | 5.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.9% | 4.1% | 2.9% |
|
SERVICENOW INC | 0.7% | 0.7% | 0.7% |
|
NETFLIX INC | 2.4% | 0.6% | 0.6% |
GGRW Overweight Relative to TMFG
|
NVIDIA CORP | 9.1% |
|
BROADCOM INC. | 5.1% |
|
APPLIED MATERIALS INC | 4.6% |
|
GE VERONA | 4.4% |
|
ELI LILLY & CO | 3.9% |
|
GE AEROSPACE | 3.9% |
|
META PLATFORMS INC | 3.4% |
|
APPLE INC | 3.4% |
|
MICROSOFT CORP | 3.3% |
 |
ASML HOLDING NV-NY REG SHS | 2.9% |
GGRW Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -7.4% |
|
STONEX GROUP INC | -5.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.2% |
 |
WASTE CONNECTIONS, INC. | -3.9% |
|
EQUINIX INC | -3.2% |
 |
NINTENDO CO LTD | -3.0% |
|
WATSCO INC | -2.9% |
|
AXON ENTERPRISE INC | -2.8% |
|
COSTCO WHOLESALE CORP | -2.8% |
 |
AON PLC CLASS A | -2.7% |