Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
10%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
JGRO
120
HOLDINGS
16%
ALSO IN TMAT
TMAT
89
HOLDINGS
22%
ALSO IN JGRO
SECTOR DRIFT (JGRO minus TMAT)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRO |
Weight in TMAT |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 1.2% | 1.6% | 1.2% |
|
CIENA CORP | 1.2% | 2.6% | 1.2% |
|
ADVANCED MICRO DEVICES | 1.2% | 1.6% | 1.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.3% | 1.0% | 1.0% |
|
WESTERN DIGITAL CORP | 0.7% | 1.1% | 0.7% |
JGRO Overweight Relative to TMAT
|
NVIDIA CORP | 11.0% |
|
APPLE INC | 8.3% |
|
ALPHABET INC. CLASS C | 8.3% |
|
MICROSOFT CORP | 5.0% |
|
BROADCOM INC. | 4.9% |
|
AMAZON.COM INC | 3.8% |
|
META PLATFORMS INC | 3.2% |
|
TESLA MOTORS INC | 2.9% |
|
ELI LILLY & CO | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.6% |
JGRO Underweight Relative to TMAT
|
VICOR CORP | -3.0% |
|
MICRON TECHNOLOGY INC | -2.9% |
|
CLEAR SECURE, INC. CLASS A | -2.5% |
|
LUMENTUM HOLDINGS INC | -2.5% |
|
KEYSIGHT TECHNOLOGIES INC | -2.3% |
|
PALO ALTO NETWORKS INC | -2.1% |
|
MODINE MANUFACTURING CO | -2.0% |
|
ADVANCED ENERGY INDUSTRIES | -1.9% |
|
AAON INC | -1.9% |
|
VERTIV HOLDINGS CO. CLASS A | -1.9% |