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   

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%
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