Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
23.1%
% of GGRW's 26 holdings also in XDAT
15.4%
% of XDAT's 43 holdings also in GGRW
Overlap by Weight
Sector Drift (GGRW minus XDAT)
Overlapping Holdings
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| Company | Weight in GGRW |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.0% | 6.4% | 6.4% |
|
SERVICENOW INC | 2.6% | 4.5% | 2.6% |
|
SNOWFLAKE, INC. CLASS A | 1.8% | 4.5% | 1.8% |
|
ZSCALER, INC. | 3.0% | 1.6% | 1.6% |
|
CLOUDFLARE INC CLASS A | 1.3% | 3.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to XDAT
|
AMAZON.COM INC | 7.2% |
|
THERMO FISHER SCIENTIFIC INC | 4.8% |
|
NEXTERA ENERGY PARTNERS LP | 4.7% |
|
AMERICAN TOWER CORP-CL A | 4.7% |
|
ALPHABET INC. CLASS C | 4.6% |
|
DANAHER CORP | 4.4% |
|
NETFLIX INC | 4.4% |
|
MASTERCARD INC-CLASS A | 3.8% |
|
PAYPAL HOLDINGS INC | 3.7% |
|
NVIDIA CORP | 3.5% |
GGRW Underweight Relative to XDAT
|
MONGODB, INC. CLASS A | -5.3% |
|
EQUINIX INC | -4.9% |
|
DATADOG INC CLASS A | -4.4% |
|
ALPHABET INC. CLASS A | -4.1% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.9% |
|
PALO ALTO NETWORKS INC | -3.8% |
|
CROWN CASTLE INTL CORP | -3.7% |
|
T-MOBILE US, INC. | -3.5% |
|
FAIR ISAAC CORP | -3.0% |
|
GITLAB, INC. CLASS A | -2.8% |