Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
54%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
TMFC
100
HOLDINGS
22%
ALSO IN AGRW
AGRW
44
HOLDINGS
51%
ALSO IN TMFC
SECTOR DRIFT (TMFC minus AGRW)
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 TMFC |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
| NVIDIA CORP | 9.8% | 15.5% | 9.8% | |
| ALPHABET INC. CLASS C | 9.3% | 7.7% | 7.7% | |
| APPLE INC | 7.9% | 6.7% | 6.7% | |
| MICROSOFT CORP | 5.9% | 7.1% | 5.9% | |
| AMAZON.COM INC | 5.4% | 7.1% | 5.4% | |
TMFC Overweight Relative to AGRW
| JPMORGAN CHASE & CO | 3.1% | |
| ADVANCED MICRO DEVICES | 2.9% | |
| INTEL CORP | 2.5% | |
| TESLA MOTORS INC | 2.3% | |
| BERKSHIRE HATHAWAY INC-CL B | 2.0% | |
| MASTERCARD INCORPORATED CLASS A | 1.7% | |
| COSTCO WHOLESALE CORP | 1.6% | |
| ALPHABET INC. CLASS C | 1.6% | |
| LAM RESEARCH CORP | 1.6% | |
| CHEVRON CORP | 1.3% |
TMFC Underweight Relative to AGRW
| NVIDIA CORP | -5.8% | |
| GE VERONA | -2.5% | |
| VERTIV HOLDINGS CO. CLASS A | -2.1% | |
| ELI LILLY & CO | -2.0% | |
| AMAZON.COM INC | -1.7% | |
| ARISTA NETWORKS, INC. | -1.6% | |
| CADENCE DESIGN SYS INC | -1.6% | |
| DATADOG INC CLASS A | -1.4% | |
| ORACLE CORP | -1.4% | |
| ANALOG DEVICES INC | -1.4% |