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
15%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
PDP
103
HOLDINGS
12%
ALSO IN GLRY
GLRY
34
HOLDINGS
36%
ALSO IN PDP
SECTOR DRIFT (PDP minus GLRY)
OVERLAPPING HOLDINGS
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| Company | Weight in PDP |
Weight in GLRY |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 3.1% | 3.3% | 3.1% |
|
AMPHENOL CORP-CL A | 3.0% | 4.9% | 3.0% |
|
EMCOR GROUP INC | 1.4% | 4.6% | 1.4% |
|
MUELLER INDUSTRIES INC | 1.3% | 1.9% | 1.3% |
|
CURTISS-WRIGHT CORP | 1.1% | 4.9% | 1.1% |
PDP Overweight Relative to GLRY
|
WESTERN DIGITAL CORP | 3.7% |
|
MICRON TECHNOLOGY INC | 3.0% |
|
APPLE INC | 3.0% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.9% |
|
CARPENTER TECHNOLOGY | 2.8% |
|
APPLIED MATERIALS INC | 2.5% |
|
ALLEGHENY TECHNOLOGIES INC | 2.5% |
|
TARGA RESOURCES CORP | 2.4% |
|
QUANTA SERVICES INC | 2.2% |
|
WW GRAINGER INC | 2.2% |
PDP Underweight Relative to GLRY
|
KLA CORPORATION | -7.7% |
|
BROADCOM INC. | -4.9% |
|
MONOLITHIC POWER SYSTEMS INC | -4.7% |
|
ACM RESEARCH, INC. CLASS A | -4.1% |
|
CURTISS-WRIGHT CORP | -3.8% |
|
APPLOVIN CORP. CLASS A | -3.5% |
|
BWX TECHNOLOGIES, INC. | -3.5% |
|
FLOWSERVE CORP | -3.4% |
|
CASEY'S GENERAL STORES INC | -3.2% |
|
EMCOR GROUP INC | -3.2% |