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
22%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SAWG
43
HOLDINGS
21%
ALSO IN MGRO
MGRO
45
HOLDINGS
21%
ALSO IN SAWG
SECTOR DRIFT (SAWG minus MGRO)
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 SAWG |
Weight in MGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.9% | 4.6% | 4.6% |
|
AMAZON.COM INC | 4.5% | 3.7% | 3.7% |
|
SALESFORCE.COM INC | 2.6% | 2.6% | 2.6% |
|
META PLATFORMS INC | 4.0% | 2.4% | 2.4% |
|
WORKDAY INC-CLASS A | 1.9% | 3.4% | 1.9% |
SAWG Overweight Relative to MGRO
|
NVIDIA CORP | 5.8% |
|
APPLE INC | 5.6% |
|
BROADCOM INC. | 5.2% |
|
ALPHABET INC. CLASS A | 3.5% |
|
MICROSOFT CORP | 3.2% |
|
SERVICENOW INC | 2.9% |
|
ELI LILLY & CO | 2.6% |
|
ARISTA NETWORKS, INC. | 2.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.4% |
|
AUTOZONE INC | 2.2% |
SAWG Underweight Relative to MGRO
|
TRANSUNION | -5.2% |
|
MONOLITHIC POWER SYSTEMS INC | -4.9% |
|
MANHATTAN ASSOCIATES INC | -4.6% |
|
MARKETAXESS HOLDINGS INC | -4.2% |
|
TERADYNE INC | -4.0% |
 |
ALLEGION PLC | -3.9% |
|
WEST PHARMACEUTICAL SERVICES | -3.4% |
|
IDEX CORP | -3.1% |
|
AUTODESK INC | -2.5% |
|
ESTEE LAUDER COMPANIES-CL A | -2.4% |