Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
62%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
TMFC
100
HOLDINGS
27%
ALSO IN AGRW
AGRW
46
HOLDINGS
60%
ALSO IN TMFC
SECTOR DRIFT (TMFC minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in TMFC |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 10.8% | 14.1% | 10.8% |
|
MICROSOFT CORP | 9.4% | 9.2% | 9.2% |
|
APPLE INC | 8.7% | 7.0% | 7.0% |
|
ALPHABET INC. CLASS C | 7.3% | 7.0% | 7.0% |
|
AMAZON.COM INC | 6.0% | 6.6% | 6.0% |
TMFC Overweight Relative to AGRW
|
TESLA MOTORS INC | 4.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.4% |
|
JPMORGAN CHASE & CO | 2.8% |
|
WAL-MART STORES INC | 1.8% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
|
APPLE INC | 1.6% |
|
COSTCO WHOLESALE CORP | 1.4% |
|
HOME DEPOT INC | 1.4% |
|
T-MOBILE US, INC. | 0.9% |
|
ADVANCED MICRO DEVICES | 0.8% |
TMFC Underweight Relative to AGRW
|
NVIDIA CORP | -3.3% |
|
ARISTA NETWORKS, INC. | -2.3% |
|
CADENCE DESIGN SYS INC | -1.9% |
|
BOSTON SCIENTIFIC CORP | -1.6% |
|
VERTIV HOLDINGS CO. CLASS A | -1.4% |
|
DATADOG INC CLASS A | -1.4% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -1.2% |
|
ULTA BEAUTY INC | -1.2% |
|
XPO LOGISTICS INC | -1.2% |
|
ANALOG DEVICES INC | -1.1% |