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
35%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
46%
ALSO IN LOGO
LOGO
49
HOLDINGS
33%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus LOGO)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in LOGO |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 8.5% | 4.0% | 4.0% |
|
ELI LILLY & CO | 4.7% | 3.9% | 3.9% |
|
NVIDIA CORP | 12.5% | 3.7% | 3.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8% | 3.4% | 2.8% |
|
ALPHABET INC. CLASS A | 8.9% | 2.7% | 2.7% |
PJFG Overweight Relative to LOGO
|
NVIDIA CORP | 8.8% |
|
APPLE INC | 6.4% |
|
ALPHABET INC. CLASS A | 6.1% |
|
BROADCOM INC. | 5.4% |
|
AMAZON.COM INC | 4.5% |
|
META PLATFORMS INC | 4.1% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
TESLA MOTORS INC | 3.2% |
|
MICROSOFT CORP | 3.1% |
PJFG Underweight Relative to LOGO
 |
CENOVUS ENERGY INC | -3.3% |
|
AXON ENTERPRISE INC | -3.2% |
 |
MERCADOLIBRE INC | -3.1% |
|
CHENIERE ENERGY INC | -3.0% |
 |
EATON CORP PLC | -2.4% |
|
UBER TECHNOLOGIES, INC. | -2.4% |
|
ABBVIE INC | -2.4% |
|
PALO ALTO NETWORKS INC | -2.3% |
|
NETFLIX INC | -2.1% |
|
HEICO CORP | -2.0% |