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
19%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
PJFG
36
HOLDINGS
18%
ALSO IN TMFG
TMFG
41
HOLDINGS
15%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 10.4% | 5.9% | 5.9% |
|
MASTERCARD INCORPORATED CLASS A | 5.1% | 4.4% | 4.4% |
|
COSTCO WHOLESALE CORP | 3.3% | 3.5% | 3.3% |
 |
MERCADOLIBRE INC | 2.5% | 2.8% | 2.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.0% | 2.6% | 2.0% |
PJFG Overweight Relative to TMFG
|
NVIDIA CORP | 13.9% |
|
MICROSOFT CORP | 9.8% |
|
META PLATFORMS INC | 9.4% |
|
BROADCOM INC. | 7.9% |
|
APPLE INC | 6.9% |
|
NETFLIX INC | 6.8% |
|
ALPHABET INC. CLASS A | 6.6% |
|
AMAZON.COM INC | 4.5% |
|
TESLA MOTORS INC | 3.1% |
|
CADENCE DESIGN SYS INC | 3.0% |
PJFG Underweight Relative to TMFG
 |
NINTENDO CO LTD | -6.0% |
|
ALPHABET INC. CLASS C | -5.2% |
|
AXON ENTERPRISE INC | -4.1% |
 |
WASTE CONNECTIONS, INC. | -4.1% |
 |
INTL CONTAINER TERM SVCS INC | -3.4% |
|
WATSCO INC | -3.2% |
 |
ICON PLC | -2.9% |
|
BROOKFIELD ASSET MGMT-A | -2.9% |
|
FASTENAL CO | -2.8% |
 |
LONDON STOCK EXCHANGE GROUP | -2.7% |