Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SEMG
21
HOLDINGS
48%
ALSO IN JGRW
JGRW
25
HOLDINGS
40%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus JGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.8% | 9.2% | 8.8% |
|
ALPHABET INC. CLASS A | 12.9% | 6.8% | 6.8% |
|
NVIDIA CORP | 10.1% | 5.3% | 5.3% |
|
INTUIT INC | 4.9% | 4.9% | 4.9% |
|
APPLE INC | 4.3% | 8.0% | 4.3% |
SEMG Overweight Relative to JGRW
|
BOOKING HOLDINGS INC. | 6.3% |
|
ALPHABET INC. CLASS A | 6.2% |
|
VISA INC. CLASS A | 5.8% |
|
MCKESSON CORP | 5.3% |
|
NVIDIA CORP | 4.8% |
|
SALESFORCE.COM INC | 3.7% |
|
WW GRAINGER INC | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
|
ADOBE SYSTEMS INC | 2.6% |
|
BROADCOM INC. | 1.9% |
SEMG Underweight Relative to JGRW
|
MARSH & MCLENNAN COS | -5.8% |
|
ABBOTT LABORATORIES | -4.1% |
|
KLA CORPORATION | -4.0% |
|
APPLE INC | -3.7% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.4% |
|
SHERWIN-WILLIAMS CO/THE | -3.1% |
|
WASTE MANAGEMENT INC | -2.9% |
|
COPART INC | -2.9% |
|
CADENCE DESIGN SYS INC | -2.8% |
|
PROCTER & GAMBLE CO/THE | -2.8% |