Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
TMFE
98
HOLDINGS
5%
ALSO IN TMFG
TMFG
41
HOLDINGS
12%
ALSO IN TMFE
SECTOR DRIFT (TMFE minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in TMFE |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 6.5% | 5.2% | 5.2% |
|
AMAZON.COM INC | 5.1% | 5.9% | 5.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.9% | 4.4% | 4.4% |
|
COSTCO WHOLESALE CORP | 4.4% | 3.5% | 3.5% |
|
WATSCO INC | 0.2% | 3.2% | 0.2% |
TMFE Overweight Relative to TMFG
|
APPLE INC | 5.5% |
|
META PLATFORMS INC | 4.9% |
|
WAL-MART STORES INC | 4.7% |
|
MICROSOFT CORP | 4.7% |
|
VISA INC. CLASS A | 4.6% |
|
NETFLIX INC | 4.6% |
|
ELI LILLY & CO | 4.3% |
|
HOME DEPOT INC | 4.1% |
|
SERVICENOW INC | 2.1% |
|
ADOBE SYSTEMS INC | 1.9% |
TMFE Underweight Relative to TMFG
 |
NINTENDO CO LTD | -6.0% |
|
AXON ENTERPRISE INC | -4.1% |
 |
WASTE CONNECTIONS, INC. | -4.1% |
 |
INTL CONTAINER TERM SVCS INC | -3.4% |
|
WATSCO INC | -3.0% |
 |
ICON PLC | -2.9% |
|
BROOKFIELD ASSET MGMT-A | -2.9% |
 |
MERCADOLIBRE INC | -2.8% |
|
FASTENAL CO | -2.8% |
 |
LONDON STOCK EXCHANGE GROUP | -2.7% |