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
36
# OF OVERLAPPING
HOLDINGS
TRFM
231
HOLDINGS
16%
ALSO IN OGIG
OGIG
60
HOLDINGS
61%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus OGIG)
OVERLAPPING HOLDINGS
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| Company | Weight in TRFM |
Weight in OGIG |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 0.7% | 3.6% | 0.7% |
|
APPLOVIN CORP. CLASS A | 0.7% | 2.3% | 0.7% |
|
AMAZON.COM INC | 0.7% | 5.4% | 0.7% |
|
MICROSOFT CORP | 0.7% | 6.1% | 0.7% |
|
INTUIT INC | 0.7% | 1.4% | 0.7% |
TRFM Overweight Relative to OGIG
|
MICRON TECHNOLOGY INC | 0.9% |
|
LAM RESEARCH CORP | 0.8% |
|
GE AEROSPACE | 0.8% |
|
BOEING CO | 0.8% |
|
VISA INC. CLASS A | 0.8% |
|
KLA CORPORATION | 0.7% |
|
GE VERONA | 0.7% |
|
NVIDIA CORP | 0.7% |
|
TESLA MOTORS INC | 0.7% |
|
ARISTA NETWORKS, INC. | 0.7% |
TRFM Underweight Relative to OGIG
|
META PLATFORMS INC | -5.5% |
|
MICROSOFT CORP | -5.4% |
|
ALPHABET INC. CLASS A | -5.4% |
|
AMAZON.COM INC | -4.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.8% |
|
ORACLE CORP | -2.7% |
 |
SHOPIFY, INC. CLASS A | -2.4% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -1.9% |
 |
TENCENT HOLDINGS LTD | -1.8% |
|
APPLOVIN CORP. CLASS A | -1.6% |