Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SEMG
20
HOLDINGS
50%
ALSO IN JGRW
JGRW
26
HOLDINGS
38%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus JGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.1% | 8.9% | 8.9% |
|
ALPHABET INC. CLASS A | 11.1% | 6.9% | 6.9% |
|
INTUIT INC | 5.6% | 5.0% | 5.0% |
|
STRYKER CORP | 4.4% | 6.5% | 4.4% |
|
MASTERCARD INCORPORATED CLASS A | 4.3% | 4.2% | 4.2% |
SEMG Overweight Relative to JGRW
|
BOOKING HOLDINGS INC. | 6.9% |
|
VISA INC. CLASS A | 5.8% |
|
NVIDIA CORP | 5.6% |
|
MCKESSON CORP | 4.4% |
|
ALPHABET INC. CLASS A | 4.2% |
|
WW GRAINGER INC | 3.8% |
|
SALESFORCE.COM INC | 3.7% |
|
FISERV, INC. | 3.3% |
|
ADOBE SYSTEMS INC | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
SEMG Underweight Relative to JGRW
|
MARSH & MCLENNAN COS | -6.1% |
|
KLA CORPORATION | -4.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | -4.0% |
|
ABBOTT LABORATORIES | -3.9% |
 |
ACCENTURE PLC-CL A | -3.8% |
|
CADENCE DESIGN SYS INC | -3.5% |
|
COPART INC | -3.2% |
|
WASTE MANAGEMENT INC | -3.1% |
|
EQUIFAX INC | -2.9% |
|
APPLE INC | -2.8% |