Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
RPG
68
HOLDINGS
52%
ALSO IN GFLW
GFLW
102
HOLDINGS
35%
ALSO IN RPG
SECTOR DRIFT (RPG minus GFLW)
OVERLAPPING HOLDINGS
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| Company | Weight in RPG |
Weight in GFLW |
Overlap | |
|---|---|---|---|---|
 |
SANDISK CORP ORDINARY SHARES | 10.3% | 3.0% | 3.0% |
|
LAM RESEARCH CORP | 2.2% | 2.3% | 2.2% |
|
APPLIED MATERIALS INC | 1.7% | 2.2% | 1.7% |
|
GE VERONA | 1.7% | 2.0% | 1.7% |
|
COMFORT SYSTEMS USA INC | 3.5% | 1.6% | 1.6% |
RPG Overweight Relative to GFLW
|
SANDISK CORP ORDINARY SHARES | 7.3% |
|
SANDISK CORP | 7.3% |
|
MICRON TECHNOLOGY INC | 4.3% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
CIENA CORP | 2.1% |
|
INTERACTIVE BROKERS GRO-CL A | 2.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
|
COMFORT SYSTEMS USA INC | 1.9% |
|
QUANTA SERVICES INC | 1.8% |
|
MONOLITHIC POWER SYSTEMS INC | 1.6% |
RPG Underweight Relative to GFLW
|
DELL TECHNOLOGIES INC CLASS C | -2.9% |
|
NVIDIA CORP | -2.2% |
|
ROYALTY PHARMA PLC CLASS A | -2.1% |
|
CATERPILLAR INC | -1.6% |
|
ADOBE SYSTEMS INC | -1.6% |
|
INTUIT INC | -1.6% |
|
SALESFORCE.COM INC | -1.5% |
|
NEWMONT MINING CORP | -1.4% |
|
HECLA MINING CO | -1.2% |
|
CARDINAL HEALTH INC | -1.2% |