Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
PJFG
35
HOLDINGS
42%
ALSO IN LGRO
LGRO
48
HOLDINGS
30%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus LGRO)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in LGRO |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.6% | 7.3% | 7.3% |
|
ALPHABET INC. CLASS A | 6.0% | 6.9% | 6.0% |
|
AMAZON.COM INC | 7.9% | 5.7% | 5.7% |
|
MICROSOFT CORP | 8.3% | 4.6% | 4.6% |
|
NVIDIA CORP | 12.0% | 4.1% | 4.1% |
PJFG Overweight Relative to LGRO
|
NVIDIA CORP | 7.9% |
|
TESLA MOTORS INC | 3.8% |
|
MICROSOFT CORP | 3.7% |
|
ELI LILLY & CO | 3.6% |
|
BROADCOM INC. | 2.9% |
|
META PLATFORMS INC | 2.8% |
|
GE AEROSPACE | 2.6% |
|
COSTCO WHOLESALE CORP | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.2% |
|
AMAZON.COM INC | 2.2% |
PJFG Underweight Relative to LGRO
|
UNITEDHEALTH GROUP INC | -3.0% |
|
RH | -2.9% |
|
UBER TECHNOLOGIES, INC. | -2.8% |
|
PAYPAL HOLDINGS INC | -2.6% |
|
MONOLITHIC POWER SYSTEMS INC | -2.3% |
|
TWILIO, INC. CLASS A | -2.3% |
|
BOOKING HOLDINGS INC. | -2.2% |
|
BLACKROCK INC | -1.9% |
|
PHILLIPS 66 | -1.9% |
|
NETFLIX INC | -1.7% |