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
50%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
26%
ALSO IN SEMG
SEMG
24
HOLDINGS
39%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 11.2% | 11.2% |
|
ALPHABET INC. CLASS A | 8.9% | 10.9% | 8.9% |
|
BROADCOM INC. | 5.4% | 5.5% | 5.4% |
|
APPLE INC | 8.8% | 5.4% | 5.4% |
|
MICROSOFT CORP | 5.1% | 6.9% | 5.1% |
PJFG Overweight Relative to SEMG
|
AMAZON.COM INC | 8.5% |
|
GE AEROSPACE | 4.4% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
APPLE INC | 3.4% |
|
TESLA MOTORS INC | 3.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8% |
|
NETFLIX INC | 1.9% |
|
BOEING CO | 1.9% |
|
KLA CORPORATION | 1.8% |
PJFG Underweight Relative to SEMG
|
VISA INC. CLASS A | -6.2% |
|
MCKESSON CORP | -5.2% |
|
WW GRAINGER INC | -5.1% |
|
STRYKER CORP | -3.9% |
|
APPLIED MATERIALS INC | -3.0% |
|
S&P GLOBAL, INC. | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
AIRBNB, INC. CLASS A | -2.4% |
 |
AON PLC CLASS A | -2.1% |
|
ALPHABET INC. CLASS A | -2.0% |