Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
61%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
52%
ALSO IN AGRW
AGRW
46
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 | 13.9% | 14.1% | 13.9% |
|
MICROSOFT CORP | 9.8% | 9.2% | 9.2% |
|
APPLE INC | 6.9% | 7.0% | 6.9% |
|
AMAZON.COM INC | 10.4% | 6.6% | 6.6% |
|
BROADCOM INC. | 7.9% | 5.4% | 5.4% |
PJFG Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 6.6% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% |
|
NETFLIX INC | 4.9% |
|
META PLATFORMS INC | 4.3% |
|
AMAZON.COM INC | 3.8% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
TESLA MOTORS INC | 3.1% |
|
SPOTIFY TECHNOLOGY SA | 2.6% |
|
BROADCOM INC. | 2.6% |
 |
MERCADOLIBRE INC | 2.5% |
PJFG Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -7.0% |
|
ARISTA NETWORKS, INC. | -2.9% |
|
VISA INC. CLASS A | -2.6% |
|
BOSTON SCIENTIFIC CORP | -1.6% |
|
PALO ALTO NETWORKS INC | -1.5% |
|
TRANSDIGM GROUP INC | -1.3% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -1.2% |
|
ECOLAB INC | -1.2% |
|
ULTA BEAUTY INC | -1.2% |
|
XPO LOGISTICS INC | -1.2% |