Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
27%
ALSO IN LCLG
LCLG
56
HOLDINGS
16%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus LCLG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in LCLG |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 7.9% | 5.8% | 5.8% |
|
NETFLIX INC | 6.8% | 5.1% | 5.1% |
|
META PLATFORMS INC | 9.4% | 4.4% | 4.4% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% | 4.3% | 4.3% |
|
AMAZON.COM INC | 10.4% | 4.1% | 4.1% |
PJFG Overweight Relative to LCLG
|
NVIDIA CORP | 13.9% |
|
MICROSOFT CORP | 9.8% |
|
AMAZON.COM INC | 6.3% |
|
META PLATFORMS INC | 5.0% |
|
ALPHABET INC. CLASS A | 3.6% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
TESLA MOTORS INC | 3.1% |
|
CADENCE DESIGN SYS INC | 3.0% |
|
APPLE INC | 2.8% |
|
SPOTIFY TECHNOLOGY SA | 2.6% |
PJFG Underweight Relative to LCLG
|
AMPHENOL CORP-CL A | -6.0% |
|
APPLOVIN CORP. CLASS A | -5.8% |
|
KLA CORPORATION | -4.8% |
|
DICK'S SPORTING GOODS INC | -2.8% |
 |
FLEXTRONICS INTL LTD | -2.5% |
|
UNITED RENTALS INC | -2.4% |
|
FASTENAL CO | -2.3% |
|
CINTAS CORP | -2.2% |
|
ARISTA NETWORKS, INC. | -2.1% |
|
ALPHABET INC. CLASS C | -2.1% |