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
51%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
PJFG
35
HOLDINGS
21%
ALSO IN AGRW
AGRW
10
HOLDINGS
70%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.0% | 24.7% | 12.0% |
|
APPLE INC | 8.6% | 12.1% | 8.6% |
|
MICROSOFT CORP | 8.3% | 14.0% | 8.3% |
|
AMAZON.COM INC | 7.9% | 10.3% | 7.9% |
|
META PLATFORMS INC | 5.6% | 7.1% | 5.6% |
PJFG Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.0% |
|
TESLA MOTORS INC | 3.8% |
|
GE AEROSPACE | 2.6% |
|
COSTCO WHOLESALE CORP | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.2% |
|
CADENCE DESIGN SYS INC | 2.2% |
|
BOEING CO | 2.2% |
|
WALT DISNEY CO/THE | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.0% |
PJFG Underweight Relative to AGRW
|
NVIDIA CORP | -12.6% |
|
ALPHABET INC. CLASS C | -11.5% |
|
MICROSOFT CORP | -5.7% |
|
VISA INC. CLASS A | -4.2% |
|
APPLE INC | -3.5% |
|
BROADCOM INC. | -3.4% |
|
ARISTA NETWORKS, INC. | -3.1% |
|
AMAZON.COM INC | -2.4% |
|
META PLATFORMS INC | -1.5% |
|
ELI LILLY & CO | -0.1% |