Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
24.6%
% of VEGI's 138 holdings also in FTAG
60.0%
% of FTAG's 344 holdings also in VEGI
Overlap by Weight
Sector Drift (VEGI minus FTAG)
Overlapping Holdings
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| Company | Weight in VEGI |
Weight in FTAG |
Overlap | |
|---|---|---|---|---|
 |
DEERE & CO | 22.0% | 10.0% | 10.0% |
|
CORTEVA INC | 8.4% | 7.8% | 7.8% |
 |
NUTRIEN LTD. | 5.5% | 4.2% | 4.2% |
 |
KUBOTA CORP | 3.2% | 3.6% | 3.2% |
|
CF INDUSTRIES HOLDINGS INC | 3.0% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
VEGI Overweight Relative to FTAG
|
DEERE & CO | 12.0% |
|
ARCHER-DANIELS-MIDLAND CO | 7.1% |
|
LAMB WESTON HOLDINGS, INC. | 2.5% |
 |
TATA TEA LTD | 1.8% |
|
INGREDION INC | 1.7% |
 |
MARINE HARVEST | 1.7% |
 |
SAUDI ARABIAN FERTILIZER CO. | 1.6% |
|
DARLING INTERNATIONAL INC | 1.3% |
|
NUTRIEN LTD. | 1.3% |
 |
WH GROUP LTD | 1.2% |
VEGI Underweight Relative to FTAG
 |
BUNGE GLOBAL SA | -19.9% |
 |
BASF SE | -8.8% |
|
MAHINDRA & MAHINDRA LTD. | -8.4% |
|
BAYER AG | -4.6% |
 |
INDUSTRIES QATAR | -4.6% |
 |
PETRONAS CHEMICALS GROUP BHD | -2.2% |
 |
WILMAR INTERNATIONAL LTD | -2.2% |
|
EVONIK INDUSTRIES AG | -2.0% |
|
SITEONE LANDSCAPE SUPPLY, INC. | -1.3% |
|
MITSUI CHEMICALS INC | -1.2% |