Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
PJFG
40
HOLDINGS
49%
ALSO IN AGRW
AGRW
48
HOLDINGS
38%
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% | 15.4% | 12.0% |
|
APPLE INC | 7.3% | 4.5% | 4.5% |
|
BROADCOM INC. | 4.7% | 4.5% | 4.5% |
|
MICROSOFT CORP | 5.9% | 4.2% | 4.2% |
|
AMAZON.COM INC | 5.4% | 3.9% | 3.9% |
PJFG Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 9.1% |
|
ADVANCED MICRO DEVICES | 4.4% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
GE AEROSPACE | 3.2% |
|
APPLE INC | 2.8% |
|
TESLA MOTORS INC | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% |
|
ELI LILLY & CO | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.1% |
|
SANDISK CORP | 2.0% |
PJFG Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -8.5% |
|
NVIDIA CORP | -3.4% |
|
ARISTA NETWORKS, INC. | -2.6% |
|
VISA INC. CLASS A | -2.4% |
|
LAM RESEARCH CORP | -2.4% |
|
MICRON TECHNOLOGY INC | -2.4% |
|
SERVICENOW INC | -1.9% |
|
AMPHENOL CORP-CL A | -1.7% |
|
GE VERONA | -1.6% |
|
ORACLE CORP | -1.4% |