Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
PJFG
40
HOLDINGS
22%
ALSO IN SEMG
SEMG
22
HOLDINGS
36%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.3% | 10.5% | 10.5% |
|
ALPHABET INC. CLASS A | 8.1% | 9.1% | 8.1% |
|
MICROSOFT CORP | 7.1% | 8.9% | 7.1% |
|
APPLE INC | 7.6% | 5.3% | 5.3% |
|
ELI LILLY & CO | 5.4% | 5.1% | 5.1% |
PJFG Overweight Relative to SEMG
|
AMAZON.COM INC | 5.3% |
|
ADVANCED MICRO DEVICES | 3.7% |
|
GE AEROSPACE | 3.2% |
|
TESLA MOTORS INC | 3.1% |
|
APPLE INC | 2.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% |
|
SPOTIFY TECHNOLOGY SA | 1.9% |
|
SNOWFLAKE, INC. CLASS A | 1.8% |
|
VERTEX PHARMACEUTICALS INC | 1.7% |
|
MICRON TECHNOLOGY INC | 1.7% |
PJFG Underweight Relative to SEMG
|
VISA INC. CLASS A | -6.8% |
|
MCKESSON CORP | -5.3% |
|
WW GRAINGER INC | -4.7% |
|
VANGUARD SHORT-TERM TREASURY ETF | -4.1% |
|
AMPHENOL CORP-CL A | -3.6% |
|
STRYKER CORP | -3.2% |
|
S&P GLOBAL, INC. | -3.1% |
 |
ASML HOLDING NV-NY REG SHS | -3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.7% |
|
AIRBNB, INC. CLASS A | -2.7% |