Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SEMG
21
HOLDINGS
43%
ALSO IN GFGF
GFGF
28
HOLDINGS
32%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus GFGF)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG |
Weight in GFGF |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 14.5% | 9.7% | 9.7% |
|
NVIDIA CORP | 9.3% | 7.1% | 7.1% |
|
MICROSOFT CORP | 8.6% | 4.6% | 4.6% |
|
APPLE INC | 4.4% | 3.8% | 3.8% |
|
VISA INC. CLASS A | 5.6% | 3.8% | 3.8% |
SEMG Overweight Relative to GFGF
|
BOOKING HOLDINGS INC. | 6.1% |
|
MCKESSON CORP | 5.3% |
|
ALPHABET INC. CLASS A | 4.8% |
|
INTUIT INC | 4.7% |
|
STRYKER CORP | 4.2% |
|
MICROSOFT CORP | 3.9% |
|
WW GRAINGER INC | 3.5% |
|
SALESFORCE.COM INC | 3.5% |
|
ADOBE SYSTEMS INC | 2.5% |
|
AUTOMATIC DATA PROCESSING | 2.4% |
SEMG Underweight Relative to GFGF
|
ALPHABET INC. CLASS C | -5.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.0% |
|
MSCI INC-A | -4.4% |
|
BROWN & BROWN INC | -3.3% |
|
AMAZON.COM INC | -3.2% |
|
MOODY'S CORP | -2.8% |
 |
ASML HOLDING NV-NY REG SHS | -2.6% |
|
ARTHUR J GALLAGHER & CO | -2.6% |
|
COPART INC | -2.6% |
|
MONSTER BEVERAGE CORPORATION | -2.5% |