Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
JGRO
112
HOLDINGS
6%
ALSO IN TMFG
TMFG
41
HOLDINGS
17%
ALSO IN JGRO
SECTOR DRIFT (JGRO minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRO |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 6.0% | 6.9% | 6.0% |
|
AMAZON.COM INC | 8.4% | 5.8% | 5.8% |
|
MASTERCARD INCORPORATED CLASS A | 3.4% | 4.3% | 3.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 0.8% | 3.1% | 0.8% |
|
SALESFORCE.COM INC | 0.5% | 2.4% | 0.5% |
JGRO Overweight Relative to TMFG
|
NVIDIA CORP | 9.6% |
|
MICROSOFT CORP | 7.9% |
|
META PLATFORMS INC | 7.5% |
|
APPLE INC | 6.7% |
|
BROADCOM INC. | 5.1% |
|
NETFLIX INC | 3.4% |
|
TESLA MOTORS INC | 3.1% |
|
AMAZON.COM INC | 2.6% |
|
ELI LILLY & CO | 2.0% |
|
ORACLE CORP | 1.4% |
JGRO Underweight Relative to TMFG
 |
NINTENDO CO LTD | -5.1% |
 |
INTL CONTAINER TERM SVCS INC | -4.4% |
 |
WASTE CONNECTIONS, INC. | -3.9% |
|
COSTCO WHOLESALE CORP | -3.2% |
|
AXON ENTERPRISE INC | -3.2% |
 |
ICON PLC | -3.1% |
|
WATSCO INC | -2.8% |
|
BROOKFIELD ASSET MGMT-A | -2.6% |
|
AON PLC CLASS A | -2.6% |
 |
FABRINET | -2.6% |