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
247
HOLDINGS
13%
ALSO IN OGIG
OGIG
49
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 | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 0.9% | 2.4% | 0.9% |
|
SALESFORCE.COM INC | 0.9% | 1.4% | 0.9% |
|
AIRBNB, INC. CLASS A | 0.9% | 0.9% | 0.9% |
|
DOORDASH, INC. CLASS A | 0.9% | 2.2% | 0.9% |
|
WORKDAY INC-CLASS A | 0.9% | 1.1% | 0.9% |
TRFM Overweight Relative to OGIG
|
DELL TECHNOLOGIES INC CLASS C | 0.8% |
|
BLOCK INC. | 0.8% |
|
PARKER HANNIFIN CORP | 0.8% |
|
CONSTELLATION ENERGY CORPORATION | 0.8% |
|
AMETEK INC | 0.7% |
|
ARISTA NETWORKS, INC. | 0.7% |
|
KEYSIGHT TECHNOLOGIES INC | 0.7% |
|
VISA INC. CLASS A | 0.7% |
|
LUMENTUM HOLDINGS INC | 0.7% |
|
AMPHENOL CORP-CL A | 0.7% |
TRFM Underweight Relative to OGIG
|
MICROSOFT CORP | -6.3% |
|
META PLATFORMS INC | -5.7% |
|
AMAZON.COM INC | -5.3% |
|
ALPHABET INC. CLASS A | -4.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.0% |
|
ORACLE CORP | -3.5% |
 |
SHOPIFY, INC. CLASS A | -2.4% |
 |
TENCENT HOLDINGS LTD | -2.1% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.9% |