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
58%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
42%
ALSO IN BGRO
BGRO
35
HOLDINGS
40%
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 | 9.4% | 13.8% | 9.4% |
|
AMAZON.COM INC | 8.9% | 8.8% | 8.8% |
|
MICROSOFT CORP | 7.8% | 10.3% | 7.8% |
|
META PLATFORMS INC | 7.9% | 7.2% | 7.2% |
|
APPLE INC | 6.9% | 5.2% | 5.2% |
PJFG Overweight Relative to BGRO
|
ALPHABET INC. CLASS A | 4.9% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
VERTEX PHARMACEUTICALS INC | 2.2% |
|
SERVICENOW INC | 2.1% |
 |
MERCADOLIBRE INC | 2.1% |
|
WALT DISNEY CO/THE | 2.0% |
|
APPLE INC | 1.7% |
 |
NOVO-NORDISK A/S-SPONS ADR | 1.6% |
|
NETFLIX INC | 1.6% |
PJFG Underweight Relative to BGRO
|
NVIDIA CORP | -4.4% |
|
VISA INC. CLASS A | -3.9% |
|
INTUIT INC | -3.2% |
|
APPLOVIN CORP. CLASS A | -2.7% |
|
KKR & CO LP | -2.7% |
|
MICROSOFT CORP | -2.5% |
|
BROADCOM INC. | -2.3% |
 |
FERRARI NV | -2.0% |
 |
TRANE TECHNOLOGIES PLC | -1.6% |
|
CARVANA CO. CLASS A | -1.4% |