Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
JGRW
25
HOLDINGS
40%
ALSO IN SEMG
SEMG
23
HOLDINGS
43%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 9.3% | 13.5% | 9.3% |
|
MICROSOFT CORP | 8.9% | 7.7% | 7.7% |
|
NVIDIA CORP | 6.7% | 11.4% | 6.7% |
|
APPLE INC | 8.3% | 4.5% | 4.5% |
|
STRYKER CORP | 4.1% | 3.9% | 3.9% |
JGRW Overweight Relative to SEMG
|
AMAZON.COM INC | 6.4% |
|
KLA CORPORATION | 6.2% |
|
SHERWIN-WILLIAMS CO/THE | 3.9% |
|
APPLE INC | 3.8% |
|
MARSH & MCLENNAN COS | 3.6% |
|
CADENCE DESIGN SYS INC | 3.3% |
|
WASTE MANAGEMENT INC | 3.2% |
|
PROCTER & GAMBLE CO/THE | 2.7% |
|
ABBOTT LABORATORIES | 2.6% |
|
BROADRIDGE FINANCIAL SOLUTIO | 2.5% |
JGRW Underweight Relative to SEMG
|
VISA INC. CLASS A | -5.5% |
|
MCKESSON CORP | -5.3% |
|
NVIDIA CORP | -4.8% |
|
WW GRAINGER INC | -4.4% |
|
ALPHABET INC. CLASS A | -4.1% |
|
S&P GLOBAL, INC. | -3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.5% |
|
AIRBNB, INC. CLASS A | -2.5% |
|
INTUIT INC | -2.4% |
 |
EATON CORP PLC | -2.1% |