Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SNPG
90
HOLDINGS
16%
ALSO IN SEMG
SEMG
20
HOLDINGS
70%
ALSO IN SNPG
SECTOR DRIFT (SNPG minus SEMG)
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 SNPG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.4% | 9.1% | 8.4% |
|
NVIDIA CORP | 7.3% | 11.4% | 7.3% |
|
VISA INC. CLASS A | 5.3% | 6.1% | 5.3% |
|
ALPHABET INC. CLASS A | 4.6% | 9.6% | 4.6% |
|
META PLATFORMS INC | 9.6% | 4.3% | 4.3% |
SNPG Overweight Relative to SEMG
|
APPLE INC | 6.5% |
|
META PLATFORMS INC | 5.3% |
|
COSTCO WHOLESALE CORP | 3.8% |
|
ALPHABET INC. CLASS C | 3.8% |
|
TESLA MOTORS INC | 3.0% |
|
ELI LILLY & CO | 2.6% |
|
CATERPILLAR INC | 1.5% |
|
HOME DEPOT INC | 1.5% |
|
UBER TECHNOLOGIES, INC. | 1.4% |
|
ABBVIE INC | 1.4% |
SNPG Underweight Relative to SEMG
|
BOOKING HOLDINGS INC. | -7.3% |
|
INTUIT INC | -5.8% |
|
ALPHABET INC. CLASS A | -5.1% |
|
NVIDIA CORP | -4.1% |
|
STRYKER CORP | -4.0% |
|
WW GRAINGER INC | -3.5% |
|
FISERV, INC. | -3.4% |
 |
ACCENTURE PLC-CL A | -3.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
AUTOMATIC DATA PROCESSING | -2.4% |