Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
0%
OVERLAP
BY WEIGHT
0
# OF OVERLAPPING
HOLDINGS
SEMG
23
HOLDINGS
0%
ALSO IN VDIG
VDIG
33
HOLDINGS
nan%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus VDIG)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG |
Weight in VDIG |
Overlap | |
|---|---|---|---|---|
SEMG Overweight Relative to VDIG
 |
ALPHABET INC. CLASS A | 13.5% |
|
NVIDIA CORP | 11.4% |
|
MICROSOFT CORP | 7.7% |
|
VISA INC. CLASS A | 5.5% |
|
MCKESSON CORP | 5.3% |
|
BROADCOM INC. | 4.8% |
|
APPLE INC | 4.5% |
|
WW GRAINGER INC | 4.4% |
|
STRYKER CORP | 3.9% |
|
META PLATFORMS INC | 3.9% |
SEMG Underweight Relative to VDIG
|
UBER TECHNOLOGIES, INC. | 1.6% |
|
SERVICENOW INC | 1.8% |
 |
AON PLC CLASS A | 1.9% |
|
TJX COMPANIES INC | 1.9% |
|
AUTOMATIC DATA PROCESSING | 2.0% |
|
AMPHENOL CORP-CL A | 2.0% |
|
EATON CORP PLC | 2.1% |
|
AIRBNB, INC. CLASS A | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
S&P GLOBAL, INC. | 3.1% |