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
55%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
PJFG
37
HOLDINGS
41%
ALSO IN BGRO
BGRO
32
HOLDINGS
44%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus BGRO)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PJFG |
Weight in BGRO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.5% | 13.7% | 11.5% |
|
AMAZON.COM INC | 9.2% | 8.7% | 8.7% |
|
ALPHABET INC. CLASS A | 9.8% | 5.8% | 5.8% |
|
MICROSOFT CORP | 5.7% | 5.7% | 5.7% |
|
APPLE INC | 8.1% | 5.7% | 5.7% |
PJFG Overweight Relative to BGRO
|
ALPHABET INC. CLASS A | 3.9% |
|
MASTERCARD INCORPORATED CLASS A | 3.3% |
|
GE AEROSPACE | 2.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.7% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
APPLE INC | 2.4% |
|
NETFLIX INC | 2.2% |
|
TESLA MOTORS INC | 1.9% |
|
BOEING CO | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.7% |
PJFG Underweight Relative to BGRO
|
QUANTA SERVICES INC | -3.1% |
|
CATERPILLAR INC | -2.8% |
|
INTEL CORP | -2.8% |
|
DATADOG INC CLASS A | -2.5% |
|
EQUINIX INC | -2.4% |
|
SNOWFLAKE, INC. CLASS A | -2.4% |
|
HOWMET AEROSPACE INC. | -2.4% |
 |
EATON CORP PLC | -2.3% |
|
NVIDIA CORP | -2.2% |
|
PALO ALTO NETWORKS INC | -2.0% |