Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
40%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
51%
ALSO IN AGIX
AGIX
63
HOLDINGS
32%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus AGIX)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in AGIX |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 4.6% | 4.6% |
|
ALPHABET INC. CLASS A | 8.9% | 3.6% | 3.6% |
|
META PLATFORMS INC | 4.1% | 3.5% | 3.5% |
|
MICROSOFT CORP | 5.1% | 3.4% | 3.4% |
|
APPLE INC | 8.8% | 3.2% | 3.2% |
PJFG Overweight Relative to AGIX
|
NVIDIA CORP | 7.9% |
|
APPLE INC | 5.6% |
|
AMAZON.COM INC | 5.5% |
|
ALPHABET INC. CLASS A | 5.2% |
|
ELI LILLY & CO | 4.7% |
|
GE AEROSPACE | 4.4% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8% |
|
AMPHENOL CORP-CL A | 2.5% |
PJFG Underweight Relative to AGIX
|
TAIWAN SEMICONDUCTOR MANUFAC | -2.9% |
|
ASTERA LABS INC | -2.9% |
 |
ARM HOLDINGS PLC | -2.8% |
|
SPACE EXPLORATION TECHNOLOGIES | -2.5% |
 |
NEBIUS GROUP NV | -2.4% |
|
MICRON TECHNOLOGY INC | -2.1% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.0% |
|
ASML HOLDING NV | -1.8% |
 |
HUT 8 CORP | -1.7% |
|
TERAWULF INC. | -1.7% |