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
14%

OVERLAP
BY WEIGHT
6

# OF OVERLAPPING
HOLDINGS
SAWG
42
HOLDINGS
14%
ALSO IN GLRY
GLRY
34
HOLDINGS
18%
ALSO IN SAWG
SECTOR DRIFT (SAWG minus GLRY)
OVERLAPPING HOLDINGS

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Company Weight
in SAWG
Weight
in GLRY
Overlap
BROADCOM INC. 3.4% 4.9% 3.4%
UNITED THERAPEUTICS CORP 2.8% 3.5% 2.8%
KLA CORPORATION 2.5% 7.7% 2.5%
EXELIXIS INC 3.8% 2.0% 2.0%
CASEY'S GENERAL STORES INC 2.0% 4.0% 2.0%
SAWG Overweight Relative to GLRY
APPLE INC 7.1%
NVIDIA CORP 6.9%
MICROSOFT CORP 6.3%
ALPHABET INC. CLASS A 3.7%
ADVANCED MICRO DEVICES 3.7%
INCYTE CORP 3.2%
ELI LILLY & CO 3.1%
VISA INC. CLASS A 3.0%
APPLIED MATERIALS INC 2.6%
META PLATFORMS INC 2.5%
SAWG Underweight Relative to GLRY
MONOLITHIC POWER SYSTEMS INC -5.4%
KLA CORPORATION -5.2%
CURTISS-WRIGHT CORP -4.9%
EMCOR GROUP INC -4.6%
BWX TECHNOLOGIES, INC. -4.2%
ACM RESEARCH, INC. CLASS A -4.1%
APPLOVIN CORP. CLASS A -3.5%
AMPHENOL CORP-CL A -3.4%
FLOWSERVE CORP -3.4%
COMFORT SYSTEMS USA INC -3.3%
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