Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
58%
OVERLAP
BY WEIGHT
36
# OF OVERLAPPING
HOLDINGS
GGUS
384
HOLDINGS
10%
ALSO IN AGRW
AGRW
46
HOLDINGS
80%
ALSO IN GGUS
SECTOR DRIFT (GGUS minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in GGUS |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.8% | 14.1% | 13.8% |
|
APPLE INC | 12.1% | 7.0% | 7.0% |
|
MICROSOFT CORP | 5.6% | 9.2% | 5.6% |
|
BROADCOM INC. | 5.8% | 5.4% | 5.4% |
|
META PLATFORMS INC | 5.2% | 5.2% | 5.2% |
GGUS Overweight Relative to AGRW
|
APPLE INC | 5.1% |
|
TESLA MOTORS INC | 3.7% |
|
ALPHABET INC. CLASS A | 3.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
COSTCO WHOLESALE CORP | 2.0% |
|
ORACLE CORP | 1.7% |
|
HOME DEPOT INC | 1.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.4% |
|
ELI LILLY & CO | 1.2% |
|
MERCK & CO. INC. | 1.0% |
GGUS Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -4.6% |
|
MICROSOFT CORP | -3.5% |
|
ARISTA NETWORKS, INC. | -2.2% |
|
AMAZON.COM INC | -2.0% |
|
BOSTON SCIENTIFIC CORP | -1.6% |
|
CADENCE DESIGN SYS INC | -1.5% |
|
DATADOG INC CLASS A | -1.4% |
|
VERTIV HOLDINGS CO. CLASS A | -1.2% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -1.2% |
|
TRANSDIGM GROUP INC | -1.2% |