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
23
HOLDINGS
43%
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 | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 13.5% | 9.3% | 9.3% |
|
MICROSOFT CORP | 7.7% | 8.9% | 7.7% |
|
NVIDIA CORP | 11.4% | 6.7% | 6.7% |
|
APPLE INC | 4.5% | 8.3% | 4.5% |
|
STRYKER CORP | 3.9% | 4.1% | 3.9% |
SEMG Overweight Relative to JGRW
|
VISA INC. CLASS A | 5.5% |
|
MCKESSON CORP | 5.3% |
|
NVIDIA CORP | 4.8% |
|
WW GRAINGER INC | 4.4% |
|
ALPHABET INC. CLASS A | 4.1% |
|
S&P GLOBAL, INC. | 3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
AIRBNB, INC. CLASS A | 2.5% |
|
INTUIT INC | 2.4% |
 |
EATON CORP PLC | 2.1% |
SEMG Underweight Relative to JGRW
|
AMAZON.COM INC | -6.4% |
|
KLA CORPORATION | -6.2% |
|
SHERWIN-WILLIAMS CO/THE | -3.9% |
|
APPLE INC | -3.8% |
|
MARSH & MCLENNAN COS | -3.6% |
|
CADENCE DESIGN SYS INC | -3.3% |
|
WASTE MANAGEMENT INC | -3.2% |
|
PROCTER & GAMBLE CO/THE | -2.7% |
|
ABBOTT LABORATORIES | -2.6% |
|
BROADRIDGE FINANCIAL SOLUTIO | -2.5% |