Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
21.2%
% of JGRO's 101 holdings also in SEIM
31.4%
% of SEIM's 70 holdings also in JGRO
Overlap by Weight
Sector Drift (JGRO minus SEIM)
Overlapping Holdings
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| Company | Weight in JGRO |
Weight in SEIM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.1% | 6.8% | 6.8% |
|
APPLE INC | 5.0% | 7.0% | 5.0% |
|
META PLATFORMS INC | 6.0% | 4.8% | 4.8% |
|
MICROSOFT CORP | 10.3% | 4.0% | 4.0% |
 |
TRANE TECHNOLOGIES PLC | 1.2% | 1.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
JGRO Overweight Relative to SEIM
|
AMAZON.COM INC | 6.4% |
|
MICROSOFT CORP | 6.3% |
|
ELI LILLY & CO | 4.0% |
|
ALPHABET INC. CLASS C | 3.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.8% |
|
BROADCOM INC. | 2.7% |
|
NETFLIX INC | 2.0% |
|
UBER TECHNOLOGIES, INC. | 2.0% |
|
REGENERON PHARMACEUTICALS | 1.9% |
|
ADVANCED MICRO DEVICES | 1.4% |
JGRO Underweight Relative to SEIM
|
PARKER HANNIFIN CORP | -2.6% |
|
BUILDERS FIRSTSOURCE INC | -2.6% |
|
ARISTA NETWORKS, INC. | -2.5% |
|
CADENCE DESIGN SYS INC | -2.4% |
|
DECKERS OUTDOOR CORP | -2.3% |
|
AXON ENTERPRISE INC | -2.2% |
|
O'REILLY AUTOMOTIVE INC | -2.2% |
|
REPUBLIC SERVICES INC | -2.1% |
|
APPLE INC | -2.0% |
|
AUTOZONE INC | -1.9% |