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
36%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
36%
ALSO IN DRUP
DRUP
50
HOLDINGS
24%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.8% | 9.2% | 7.8% |
|
META PLATFORMS INC | 7.9% | 6.8% | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% | 4.9% | 4.9% |
|
BROADCOM INC. | 4.6% | 4.8% | 4.6% |
|
SERVICENOW INC | 2.1% | 2.5% | 2.1% |
PJFG Overweight Relative to DRUP
|
NVIDIA CORP | 9.4% |
|
AMAZON.COM INC | 8.9% |
|
APPLE INC | 6.9% |
|
NETFLIX INC | 4.9% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
ELI LILLY & CO | 2.8% |
|
TESLA MOTORS INC | 2.3% |
 |
MERCADOLIBRE INC | 2.1% |
|
WALT DISNEY CO/THE | 2.0% |
PJFG Underweight Relative to DRUP
|
SALESFORCE.COM INC | -3.5% |
|
JOHNSON & JOHNSON | -3.5% |
|
APPLIED MATERIALS INC | -2.8% |
|
QUALCOMM INC | -2.7% |
|
ADOBE SYSTEMS INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
LAM RESEARCH CORP | -2.4% |
|
TEXAS INSTRUMENTS INC | -2.4% |
|
KLA-TENCOR CORPORATION | -2.1% |
|
REGENERON PHARMACEUTICALS | -1.9% |