Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
JGRW
26
HOLDINGS
42%
ALSO IN SEMG
SEMG
21
HOLDINGS
52%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.4% | 8.6% | 8.6% |
|
ALPHABET INC. CLASS A | 8.1% | 14.5% | 8.1% |
|
NVIDIA CORP | 6.3% | 9.3% | 6.3% |
|
APPLE INC | 9.0% | 4.4% | 4.4% |
|
ELI LILLY & CO | 4.8% | 4.3% | 4.3% |
JGRW Overweight Relative to SEMG
|
APPLE INC | 4.6% |
|
AMAZON.COM INC | 4.1% |
|
ABBOTT LABORATORIES | 3.8% |
|
WASTE MANAGEMENT INC | 3.8% |
|
KLA CORPORATION | 3.7% |
|
SHERWIN-WILLIAMS CO/THE | 3.5% |
|
PROCTER & GAMBLE CO/THE | 3.3% |
|
MARSH & MCLENNAN COS | 3.1% |
|
BROADRIDGE FINANCIAL SOLUTIO | 3.0% |
|
CADENCE DESIGN SYS INC | 2.9% |
JGRW Underweight Relative to SEMG
|
ALPHABET INC. CLASS A | -6.4% |
|
BOOKING HOLDINGS INC. | -6.1% |
|
VISA INC. CLASS A | -5.6% |
|
MCKESSON CORP | -5.3% |
|
WW GRAINGER INC | -3.5% |
|
SALESFORCE.COM INC | -3.5% |
|
NVIDIA CORP | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
ADOBE SYSTEMS INC | -2.5% |
|
INTUIT INC | -2.0% |