Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
55%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
VUG
158
HOLDINGS
20%
ALSO IN AGRW
AGRW
45
HOLDINGS
68%
ALSO IN VUG
SECTOR DRIFT (VUG minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in VUG |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.5% | 14.8% | 13.5% |
|
APPLE INC | 12.9% | 6.9% | 6.9% |
|
MICROSOFT CORP | 8.0% | 5.3% | 5.3% |
|
BROADCOM INC. | 4.8% | 5.6% | 4.8% |
|
ALPHABET INC. CLASS C | 4.6% | 7.1% | 4.6% |
VUG Overweight Relative to AGRW
|
APPLE INC | 6.0% |
|
ALPHABET INC. CLASS A | 5.8% |
|
TESLA MOTORS INC | 3.2% |
|
MICROSOFT CORP | 2.6% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.8% |
|
APPLIED MATERIALS INC | 0.7% |
|
ELI LILLY & CO | 0.7% |
VUG Underweight Relative to AGRW
|
ALPHABET INC. CLASS C | -2.5% |
|
GE VERONA | -1.9% |
|
DATADOG INC CLASS A | -1.7% |
|
ARISTA NETWORKS, INC. | -1.7% |
|
LAM RESEARCH CORP | -1.7% |
|
VERTIV HOLDINGS CO. CLASS A | -1.7% |
|
OKTA, INC. CLASS A | -1.6% |
|
ANALOG DEVICES INC | -1.5% |
|
CADENCE DESIGN SYS INC | -1.5% |
|
NVIDIA CORP | -1.3% |