Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
PJFG
35
HOLDINGS
48%
ALSO IN LGRO
LGRO
48
HOLDINGS
34%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus LGRO)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in LGRO |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.9% | 7.2% | 6.9% |
|
AMAZON.COM INC | 10.4% | 6.4% | 6.4% |
|
ALPHABET INC. CLASS A | 6.6% | 6.0% | 6.0% |
|
MICROSOFT CORP | 9.8% | 5.6% | 5.6% |
|
NVIDIA CORP | 13.9% | 4.2% | 4.2% |
PJFG Overweight Relative to LGRO
|
NVIDIA CORP | 9.7% |
|
META PLATFORMS INC | 6.9% |
|
BROADCOM INC. | 5.9% |
|
NETFLIX INC | 5.2% |
|
MICROSOFT CORP | 4.3% |
|
AMAZON.COM INC | 3.9% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
MASTERCARD INCORPORATED CLASS A | 3.1% |
|
TESLA MOTORS INC | 3.1% |
|
CADENCE DESIGN SYS INC | 3.0% |
PJFG Underweight Relative to LGRO
|
UNITEDHEALTH GROUP INC | -3.1% |
|
PAYPAL HOLDINGS INC | -2.9% |
|
RH | -2.7% |
|
BOOKING HOLDINGS INC. | -2.4% |
|
TWILIO, INC. CLASS A | -2.4% |
|
MICRON TECHNOLOGY INC | -2.3% |
|
LAM RESEARCH CORP | -2.2% |
|
APPLIED MATERIALS INC | -2.0% |
|
DOCUSIGN, INC. | -2.0% |
|
SALESFORCE.COM INC | -1.9% |