Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
59%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
RPG
68
HOLDINGS
52%
ALSO IN GFLW
GFLW
102
HOLDINGS
34%
ALSO IN RPG
SECTOR DRIFT (RPG minus GFLW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RPG |
Weight in GFLW |
Overlap | |
|---|---|---|---|---|
 |
SANDISK CORP ORDINARY SHARES | 10.3% | 23.6% | 10.3% |
|
COMFORT SYSTEMS USA INC | 3.5% | 12.7% | 3.5% |
|
KLA CORPORATION | 2.8% | 10.6% | 2.8% |
|
MONOLITHIC POWER SYSTEMS INC | 2.4% | 4.2% | 2.4% |
|
LAM RESEARCH CORP | 2.2% | 16.6% | 2.2% |
RPG Overweight Relative to GFLW
|
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% |
|
QUANTA SERVICES INC | 1.8% |
|
ECHOSTAR CORP-A | 1.6% |
|
FIRST SOLAR INC | 1.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | 1.4% |
|
RALPH LAUREN CORP | 1.4% |
RPG Underweight Relative to GFLW
|
ELI LILLY & CO | -24.2% |
|
NVIDIA CORP | -22.0% |
|
CATERPILLAR INC | -21.6% |
|
DELL TECHNOLOGIES INC CLASS C | -21.6% |
|
CARDINAL HEALTH INC | -17.0% |
|
ROYALTY PHARMA PLC CLASS A | -16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -16.0% |
|
APPLIED MATERIALS INC | -15.3% |
|
WESTERN DIGITAL CORP | -14.9% |
|
LAM RESEARCH CORP | -14.4% |