Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
9.1%
% of VUG's 224 holdings also in GFGF
74.1%
% of GFGF's 28 holdings also in VUG
Overlap by Weight
Sector Drift (VUG minus GFGF)
Overlapping Holdings
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| Company | Weight in VUG |
Weight in GFGF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 12.7% | 10.5% | 10.5% |
|
NVIDIA CORP | 7.6% | 4.6% | 4.6% |
|
META PLATFORMS INC | 4.6% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 3.9% | 6.9% | 3.9% |
|
AMAZON.COM INC | 6.9% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
VUG Overweight Relative to GFGF
|
APPLE INC | 7.4% |
|
AMAZON.COM INC | 3.7% |
|
ALPHABET INC. CLASS C | 3.3% |
|
NVIDIA CORP | 3.1% |
|
ELI LILLY & CO | 2.6% |
|
MICROSOFT CORP | 2.2% |
|
TESLA MOTORS INC | 1.7% |
|
HOME DEPOT INC | 1.4% |
|
COSTCO WHOLESALE CORP | 1.3% |
|
SALESFORCE.COM INC | 1.1% |
VUG Underweight Relative to GFGF
|
BROWN & BROWN INC | -4.6% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.3% |
|
ELEVANCE HEALTH INC | -3.9% |
|
ARTHUR J GALLAGHER & CO | -3.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.3% |
|
AMERICAN EXPRESS CO | -3.1% |
|
ALPHABET INC. CLASS A | -3.0% |
|
KKR & CO LP | -2.9% |
|
EDWARDS LIFESCIENCES CORP | -2.8% |
|
INTUITIVE SURGICAL INC | -2.7% |