Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
40%
OVERLAP
BY WEIGHT
223
# OF OVERLAPPING
HOLDINGS
GSEW
502
HOLDINGS
45%
ALSO IN IMCG
IMCG
267
HOLDINGS
86%
ALSO IN GSEW
SECTOR DRIFT (GSEW minus IMCG)
OVERLAPPING HOLDINGS
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| Company | Weight in GSEW |
Weight in IMCG |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 0.4% | 1.0% | 0.4% |
|
ASTERA LABS INC | 0.4% | 0.4% | 0.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.3% | 2.4% | 0.3% |
|
MARVELL TECHNOLOGY, INC. | 0.3% | 2.0% | 0.3% |
|
COREWEAVE INC-CL A | 0.3% | 0.3% | 0.3% |
GSEW Overweight Relative to IMCG
|
INTEL CORP | 0.4% |
|
ADVANCED MICRO DEVICES | 0.3% |
|
CENTENE CORP | 0.3% |
|
REVOLUTION MEDICINES, INC. | 0.3% |
|
GLOBALFOUNDRIES INC. | 0.3% |
|
MICRON TECHNOLOGY INC | 0.3% |
|
TEXAS INSTRUMENTS INC | 0.3% |
|
STRATEGY INC | 0.3% |
|
QUALCOMM INC | 0.3% |
|
ARISTA NETWORKS, INC. | 0.3% |
GSEW Underweight Relative to IMCG
|
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.1% |
|
CORNING INC | -1.7% |
|
MARVELL TECHNOLOGY, INC. | -1.7% |
|
VERTIV HOLDINGS CO. CLASS A | -1.6% |
|
QUANTA SERVICES INC | -1.3% |
|
HOWMET AEROSPACE INC. | -1.3% |
|
WESTERN DIGITAL CORP | -1.1% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -1.0% |
|
CLOUDFLARE INC CLASS A | -0.9% |
|
CIENA CORP | -0.8% |