Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| Company | Weight in TMFC |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 10.1% | 15.5% | 10.1% |
|
ALPHABET INC. CLASS C | 9.1% | 7.7% | 7.7% |
|
APPLE INC | 8.0% | 6.7% | 6.7% |
|
MICROSOFT CORP | 5.9% | 7.1% | 5.9% |
|
AMAZON.COM INC | 5.2% | 7.1% | 5.2% |
TMFC Overweight Relative to AGRW
|
JPMORGAN CHASE & CO | 3.0% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
TESLA MOTORS INC | 2.3% |
|
INTEL CORP | 2.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
|
LAM RESEARCH CORP | 1.5% |
|
ALPHABET INC. CLASS C | 1.4% |
|
CHEVRON CORP | 1.4% |
TMFC Underweight Relative to AGRW
|
NVIDIA CORP | -5.5% |
|
GE VERONA | -2.5% |
|
VERTIV HOLDINGS CO. CLASS A | -2.1% |
|
ELI LILLY & CO | -2.0% |
|
AMAZON.COM INC | -1.9% |
|
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% |