Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
56%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
43%
ALSO IN BGRO
BGRO
32
HOLDINGS
47%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus BGRO)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in BGRO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 13.5% | 12.5% |
|
AMAZON.COM INC | 8.5% | 7.7% | 7.7% |
|
APPLE INC | 8.8% | 5.8% | 5.8% |
|
ALPHABET INC. CLASS A | 8.9% | 5.3% | 5.3% |
|
MICROSOFT CORP | 5.1% | 5.1% | 5.1% |
PJFG Overweight Relative to BGRO
|
GE AEROSPACE | 4.4% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
ALPHABET INC. CLASS A | 3.5% |
|
APPLE INC | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8% |
|
AMPHENOL CORP-CL A | 2.5% |
|
TESLA MOTORS INC | 2.4% |
|
NETFLIX INC | 1.9% |
PJFG Underweight Relative to BGRO
|
CATERPILLAR INC | -3.0% |
|
QUANTA SERVICES INC | -2.9% |
|
PALO ALTO NETWORKS INC | -2.8% |
|
INTEL CORP | -2.7% |
|
LAM RESEARCH CORP | -2.6% |
|
EQUINIX INC | -2.4% |
|
APPLIED MATERIALS INC | -2.4% |
|
HOWMET AEROSPACE INC. | -2.4% |
 |
EATON CORP PLC | -2.4% |
|
SNOWFLAKE, INC. CLASS A | -2.3% |