Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
47%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
45%
ALSO IN SFYF
SFYF
49
HOLDINGS
31%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus SFYF)
OVERLAPPING HOLDINGS

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Company Weight
in PJFG
Weight
in SFYF
Overlap
NVIDIA CORP 13.9% 8.7% 8.7%
AMAZON.COM INC 10.4% 5.6% 5.6%
ALPHABET INC. CLASS A 6.6% 4.8% 4.8%
META PLATFORMS INC 9.4% 4.3% 4.3%
APPLE INC 6.9% 4.3% 4.3%
PJFG Overweight Relative to SFYF
BROADCOM INC. 5.8%
MICROSOFT CORP 5.6%
NETFLIX INC 5.4%
NVIDIA CORP 5.2%
MASTERCARD INCORPORATED CLASS A 5.1%
META PLATFORMS INC 5.1%
AMAZON.COM INC 4.8%
CADENCE DESIGN SYS INC 3.0%
SPOTIFY TECHNOLOGY SA 2.6%
APPLE INC 2.6%
PJFG Underweight Relative to SFYF
TESLA MOTORS INC -8.2%
PALANTIR TECHNOLOGIES INC. CLASS A -4.7%
BERKSHIRE HATHAWAY INC-CL B -4.1%
ADVANCED MICRO DEVICES -3.7%
UNITEDHEALTH GROUP INC -3.3%
ALPHABET INC. CLASS C -2.4%
RIVIAN AUTOMOTIVE INC-A -2.4%
COINBASE GLOBAL, INC. CLASS A -1.8%
REDDIT INC-CL A -1.5%
WAL-MART STORES INC -1.5%
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