Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
37
# OF OVERLAPPING
HOLDINGS
TRFM
280
HOLDINGS
13%
ALSO IN OGIG
OGIG
53
HOLDINGS
70%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus OGIG)
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 TRFM |
Weight in OGIG |
Overlap | |
|---|---|---|---|---|
 |
AIRBNB, INC. CLASS A | 1.0% | 1.0% | 1.0% |
|
DOORDASH, INC. CLASS A | 1.0% | 2.4% | 1.0% |
|
SNOWFLAKE, INC. CLASS A | 0.9% | 2.4% | 0.9% |
|
WORKDAY INC-CLASS A | 0.9% | 1.2% | 0.9% |
|
INTUIT INC | 0.8% | 1.0% | 0.8% |
TRFM Overweight Relative to OGIG
|
AXON ENTERPRISE INC | 0.8% |
|
BLOCK INC. | 0.8% |
|
PARKER HANNIFIN CORP | 0.8% |
|
HOWMET AEROSPACE INC. | 0.7% |
|
AUTODESK INC | 0.7% |
|
HEICO CORP | 0.7% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 0.7% |
|
AMETEK INC | 0.7% |
|
CONSTELLATION ENERGY CORPORATION | 0.7% |
|
VISA INC. CLASS A | 0.7% |
TRFM Underweight Relative to OGIG
|
MICROSOFT CORP | -6.0% |
|
AMAZON.COM INC | -5.1% |
|
META PLATFORMS INC | -4.7% |
|
ALPHABET INC. CLASS A | -4.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.1% |
|
ORACLE CORP | -3.3% |
 |
SHOPIFY, INC. CLASS A | -2.7% |
 |
TENCENT HOLDINGS LTD | -2.2% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.1% |
 |
WISETECH GLOBAL LTD. | -2.0% |