Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
JGRW
28
HOLDINGS
39%
ALSO IN SEMG
SEMG
24
HOLDINGS
48%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.4% | 6.9% | 6.4% |
|
ALPHABET INC. CLASS A | 6.3% | 10.9% | 6.3% |
|
NVIDIA CORP | 6.3% | 11.2% | 6.3% |
|
APPLE INC | 7.1% | 5.4% | 5.4% |
|
ELI LILLY & CO | 5.0% | 4.9% | 4.9% |
JGRW Overweight Relative to SEMG
|
AMAZON.COM INC | 6.5% |
|
KLA CORPORATION | 4.9% |
|
MARSH & MCLENNAN COS | 4.7% |
|
SHERWIN-WILLIAMS CO/THE | 4.4% |
|
WASTE MANAGEMENT INC | 3.9% |
|
PROCTER & GAMBLE CO/THE | 3.1% |
|
MOTOROLA SOLUTIONS | 3.1% |
|
CADENCE DESIGN SYS INC | 2.9% |
|
VEEVA SYSTEMS INC-CLASS A | 2.4% |
|
VERISK ANALYTICS INC-CLASS A | 2.2% |
JGRW Underweight Relative to SEMG
|
VISA INC. CLASS A | -6.2% |
|
MCKESSON CORP | -5.2% |
|
WW GRAINGER INC | -5.1% |
|
NVIDIA CORP | -4.9% |
|
ALPHABET INC. CLASS A | -4.6% |
|
APPLIED MATERIALS INC | -3.0% |
|
S&P GLOBAL, INC. | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
AIRBNB, INC. CLASS A | -2.4% |
 |
AON PLC CLASS A | -2.1% |