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
11
# OF OVERLAPPING
HOLDINGS
JGRW
26
HOLDINGS
42%
ALSO IN SEMG
SEMG
20
HOLDINGS
55%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.9% | 9.1% | 8.9% |
|
ALPHABET INC. CLASS A | 5.9% | 9.6% | 5.9% |
|
INTUIT INC | 5.2% | 5.8% | 5.2% |
|
STRYKER CORP | 6.7% | 4.6% | 4.6% |
|
MASTERCARD INCORPORATED CLASS A | 4.3% | 4.5% | 4.3% |
JGRW Overweight Relative to SEMG
|
MARSH & MCLENNAN COS | 6.3% |
|
BROADRIDGE FINANCIAL SOLUTIO | 4.2% |
|
KLA CORPORATION | 4.1% |
|
ABBOTT LABORATORIES | 3.9% |
|
CADENCE DESIGN SYS INC | 3.6% |
|
WASTE MANAGEMENT INC | 3.2% |
|
COPART INC | 3.2% |
|
EQUIFAX INC | 2.9% |
|
PROCTER & GAMBLE CO/THE | 2.7% |
|
APPLE INC | 2.7% |
JGRW Underweight Relative to SEMG
|
NVIDIA CORP | -7.5% |
|
BOOKING HOLDINGS INC. | -7.3% |
|
VISA INC. CLASS A | -6.1% |
|
WW GRAINGER INC | -3.9% |
|
SALESFORCE.COM INC | -3.8% |
|
ALPHABET INC. CLASS A | -3.7% |
|
FISERV, INC. | -3.4% |
|
ADOBE SYSTEMS INC | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
META PLATFORMS INC | -2.4% |