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
43%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SEMG
22
HOLDINGS
45%
ALSO IN JGRW
JGRW
28
HOLDINGS
36%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus JGRW)
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 SEMG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.9% | 7.4% | 7.4% |
|
ALPHABET INC. CLASS A | 9.1% | 5.9% | 5.9% |
|
APPLE INC | 5.3% | 5.5% | 5.3% |
|
NVIDIA CORP | 10.5% | 4.9% | 4.9% |
|
ELI LILLY & CO | 5.1% | 4.7% | 4.7% |
SEMG Overweight Relative to JGRW
|
VISA INC. CLASS A | 6.8% |
|
NVIDIA CORP | 5.6% |
|
MCKESSON CORP | 5.3% |
|
WW GRAINGER INC | 4.7% |
|
VANGUARD SHORT-TERM TREASURY ETF | 4.1% |
|
META PLATFORMS INC | 3.3% |
|
ALPHABET INC. CLASS A | 3.2% |
|
S&P GLOBAL, INC. | 3.1% |
 |
ASML HOLDING NV-NY REG SHS | 3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% |
SEMG Underweight Relative to JGRW
|
AMAZON.COM INC | -6.9% |
|
MARSH & MCLENNAN COS | -4.9% |
|
WASTE MANAGEMENT INC | -4.8% |
|
MOTOROLA SOLUTIONS | -4.1% |
|
SHERWIN-WILLIAMS CO/THE | -3.7% |
|
VEEVA SYSTEMS INC-CLASS A | -3.6% |
|
PROCTER & GAMBLE CO/THE | -2.8% |
|
CINTAS CORP | -2.8% |
|
CADENCE DESIGN SYS INC | -2.7% |
|
ABBOTT LABORATORIES | -2.5% |