Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
PJFG
35
HOLDINGS
52%
ALSO IN SFYF
SFYF
48
HOLDINGS
36%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus SFYF)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in SFYF |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.0% | 8.4% | 8.4% |
|
AMAZON.COM INC | 7.9% | 6.7% | 6.7% |
|
ALPHABET INC. CLASS A | 6.0% | 4.4% | 4.4% |
|
META PLATFORMS INC | 5.6% | 4.2% | 4.2% |
|
MICROSOFT CORP | 8.3% | 4.0% | 4.0% |
PJFG Overweight Relative to SFYF
|
APPLE INC | 4.8% |
|
MICROSOFT CORP | 4.3% |
|
MASTERCARD INCORPORATED CLASS A | 4.0% |
|
NVIDIA CORP | 3.6% |
|
BROADCOM INC. | 2.7% |
|
GE AEROSPACE | 2.6% |
|
CADENCE DESIGN SYS INC | 2.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.0% |
|
ELI LILLY & CO | 1.9% |
|
APPLOVIN CORP. CLASS A | 1.8% |
PJFG Underweight Relative to SFYF
|
TESLA MOTORS INC | -6.1% |
|
ADVANCED MICRO DEVICES | -5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.0% |
|
ALPHABET INC. CLASS C | -3.3% |
|
RIVIAN AUTOMOTIVE INC-A | -2.8% |
|
UNITEDHEALTH GROUP INC | -2.7% |
|
COSTCO WHOLESALE CORP | -1.5% |
|
REALTY INCOME CORP | -1.3% |
|
REDDIT INC-CL A | -1.3% |