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
45%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
45%
ALSO IN LGRO
LGRO
46
HOLDINGS
33%
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% | 6.3% | 6.3% |
|
MICROSOFT CORP | 7.8% | 6.2% | 6.2% |
|
NVIDIA CORP | 9.4% | 5.6% | 5.6% |
|
AMAZON.COM INC | 8.9% | 5.5% | 5.5% |
|
ALPHABET INC. CLASS A | 4.9% | 5.9% | 4.9% |
PJFG Overweight Relative to LGRO
|
META PLATFORMS INC | 4.5% |
|
NVIDIA CORP | 3.8% |
|
AMAZON.COM INC | 3.4% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
NETFLIX INC | 3.1% |
|
ELI LILLY & CO | 2.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.8% |
|
TESLA MOTORS INC | 2.3% |
|
CADENCE DESIGN SYS INC | 2.1% |
 |
MERCADOLIBRE INC | 2.1% |
PJFG Underweight Relative to LGRO
|
RH | -3.9% |
|
LAM RESEARCH CORP | -3.4% |
|
BLACKROCK INC | -3.3% |
|
BOOKING HOLDINGS INC. | -2.9% |
|
SNOWFLAKE, INC. CLASS A | -2.9% |
|
PAYPAL HOLDINGS INC | -2.5% |
|
MORGAN STANLEY | -2.4% |
|
MONOLITHIC POWER SYSTEMS INC | -2.0% |
|
DOCUSIGN, INC. | -1.9% |
|
HOME DEPOT INC | -1.9% |