Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
PCGG
28
HOLDINGS
19%
ALSO IN TMFG
TMFG
41
HOLDINGS
12%
ALSO IN PCGG
SECTOR DRIFT (PCGG minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in PCGG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 11.2% | 5.9% | 5.9% |
|
ALPHABET INC. CLASS C | 7.7% | 5.2% | 5.2% |
|
MASTERCARD INCORPORATED CLASS A | 5.3% | 4.4% | 4.4% |
 |
AON PLC CLASS A | 4.2% | 2.7% | 2.7% |
|
ICON PLC | 2.0% | 2.9% | 2.0% |
PCGG Overweight Relative to TMFG
|
SHOPIFY, INC. CLASS A | 6.9% |
 |
SAP AG | 6.7% |
|
MICROSOFT CORP | 6.7% |
|
AMAZON.COM INC | 5.3% |
|
ABBOTT LABORATORIES | 5.2% |
|
VISA INC. CLASS A | 5.1% |
|
PAYCOM SOFTWARE INC | 4.0% |
|
MSCI INC-A | 3.8% |
|
WORKDAY INC-CLASS A | 3.8% |
|
ORACLE CORP | 3.7% |
PCGG Underweight Relative to TMFG
 |
NINTENDO CO LTD | -6.0% |
|
AXON ENTERPRISE INC | -4.1% |
 |
WASTE CONNECTIONS, INC. | -4.1% |
|
COSTCO WHOLESALE CORP | -3.5% |
 |
INTL CONTAINER TERM SVCS INC | -3.4% |
|
WATSCO INC | -3.2% |
|
BROOKFIELD ASSET MGMT-A | -2.9% |
 |
MERCADOLIBRE INC | -2.8% |
|
FASTENAL CO | -2.8% |
 |
LONDON STOCK EXCHANGE GROUP | -2.7% |