Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
23.7%
% of VEGI's 130 holdings also in FTAG
58.7%
% of FTAG's 52 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 | 26.1% | 9.6% | 9.6% |
|
CORTEVA INC | 9.2% | 9.3% | 9.2% |
 |
NUTRIEN LTD. | 5.7% | 4.7% | 4.7% |
|
CF INDUSTRIES HOLDINGS INC | 2.9% | 3.0% | 2.9% |
 |
KUBOTA CORP | 2.6% | 3.2% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
VEGI Overweight Relative to FTAG
|
DEERE & CO | 16.5% |
|
ARCHER-DANIELS-MIDLAND CO | 5.1% |
|
INGREDION INC | 1.9% |
 |
MARINE HARVEST | 1.9% |
 |
TATA TEA LTD | 1.7% |
 |
WH GROUP LTD | 1.6% |
|
LAMB WESTON HOLDINGS, INC. | 1.6% |
 |
ALMARAI CO. LTD. | 1.5% |
|
SAUDI ARABIAN FERTILIZER CO. | 1.4% |
|
YARA INTERNATIONAL ASA | 1.1% |
VEGI Underweight Relative to FTAG
|
MAHINDRA & MAHINDRA LTD. | -8.9% |
 |
BASF SE | -8.5% |
|
BAYER AG | -4.3% |
 |
INDUSTRIES QATAR | -4.3% |
 |
BUNGE GLOBAL SA | -2.6% |
 |
WILMAR INTERNATIONAL LTD | -2.6% |
 |
PHOSAGRO OAO - CLS | -2.5% |
|
EVONIK INDUSTRIES AG | -2.4% |
 |
PETRONAS CHEMICALS GROUP BHD | -1.4% |
|
SITEONE LANDSCAPE SUPPLY, INC. | -1.2% |