Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
24.1%
% of GGRW's 31 holdings also in XDAT
16.3%
% of XDAT's 46 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 | 6.2% | 7.1% | 6.2% |
|
SERVICENOW INC | 5.1% | 4.2% | 4.2% |
|
PALO ALTO NETWORKS INC | 4.4% | 4.0% | 4.0% |
|
META PLATFORMS INC | 7.6% | 2.7% | 2.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.2% | 3.3% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to XDAT
|
AMAZON.COM INC | 7.8% |
|
ELI LILLY & CO | 5.5% |
|
NVIDIA CORP | 5.0% |
|
META PLATFORMS INC | 4.9% |
|
NETFLIX INC | 4.8% |
|
ALPHABET INC. CLASS C | 4.7% |
|
MASTERCARD INCORPORATED CLASS A | 4.3% |
|
INTUITIVE SURGICAL INC | 4.2% |
|
CHIPOTLE MEXICAN GRILL-CL A | 3.9% |
 |
ASML HOLDING NV-NY REG SHS | 3.8% |
GGRW Underweight Relative to XDAT
|
MONGODB, INC. CLASS A | -6.1% |
|
DATADOG INC CLASS A | -4.1% |
|
ALPHABET INC. CLASS A | -3.7% |
|
EQUINIX INC | -3.4% |
|
FAIR ISAAC CORP | -3.1% |
|
ARISTA NETWORKS, INC. | -2.6% |
|
T-MOBILE US, INC. | -2.3% |
|
GARTNER INC | -1.9% |
 |
MONDAY.COM LTD. | -1.8% |
 |
ACCENTURE PLC-CL A | -1.6% |