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
20.0%
% of GGRW's 29 holdings also in XDAT
14.3%
% of XDAT's 47 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 | |
---|---|---|---|---|
SERVICENOW INC | 4.8% | 5.2% | 4.8% | |
MICROSOFT CORP | 4.6% | 8.4% | 4.6% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.4% | 5.2% | 4.4% | |
META PLATFORMS INC | 9.1% | 4.2% | 4.2% | |
PALO ALTO NETWORKS INC | 4.1% | 5.0% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to XDAT
AMAZON.COM INC | 7.7% | |
NVIDIA CORP | 6.7% | |
ELI LILLY & CO | 5.2% | |
NETFLIX INC | 5.1% | |
META PLATFORMS INC | 4.9% | |
INTUITIVE SURGICAL INC | 4.3% | |
MASTERCARD INCORPORATED CLASS A | 4.0% | |
CHIPOTLE MEXICAN GRILL-CL A | 3.8% | |
ALPHABET INC. CLASS C | 3.7% | |
ADOBE SYSTEMS INC | 3.1% |
GGRW Underweight Relative to XDAT
MONGODB, INC. CLASS A | -7.1% | |
DATADOG INC CLASS A | -5.2% | |
EQUINIX INC | -4.2% | |
FAIR ISAAC CORP | -4.0% | |
ALPHABET INC. CLASS A | -3.9% | |
MICROSOFT CORP | -3.7% | |
SNOWFLAKE, INC. CLASS A | -3.6% | |
ARISTA NETWORKS, INC. | -3.6% | |
T-MOBILE US, INC. | -2.7% | |
CLOUDFLARE INC CLASS A | -2.5% |