Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
59%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
VUG
169
HOLDINGS
19%
ALSO IN AGRW
AGRW
46
HOLDINGS
67%
ALSO IN VUG
SECTOR DRIFT (VUG minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in VUG |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.2% | 14.1% | 12.2% |
|
MICROSOFT CORP | 11.3% | 9.2% | 9.2% |
|
APPLE INC | 10.3% | 7.0% | 7.0% |
|
AMAZON.COM INC | 6.3% | 6.6% | 6.3% |
|
BROADCOM INC. | 5.2% | 5.4% | 5.2% |
VUG Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 4.0% |
|
TESLA MOTORS INC | 3.3% |
|
APPLE INC | 3.3% |
|
MICROSOFT CORP | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 1.5% |
|
COSTCO WHOLESALE CORP | 1.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
|
ADVANCED MICRO DEVICES | 0.8% |
|
MCDONALD'S CORP | 0.7% |
|
BOOKING HOLDINGS INC. | 0.6% |
VUG Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -3.8% |
|
ARISTA NETWORKS, INC. | -2.4% |
|
NVIDIA CORP | -1.9% |
|
CADENCE DESIGN SYS INC | -1.6% |
|
DATADOG INC CLASS A | -1.4% |
|
VERTIV HOLDINGS CO. CLASS A | -1.3% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -1.2% |
|
ULTA BEAUTY INC | -1.2% |
|
XPO LOGISTICS INC | -1.2% |
|
ANALOG DEVICES INC | -1.1% |