Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
14.2%
% of VUG's 170 holdings also in GGRW
71.9%
% of GGRW's 32 holdings also in VUG
Overlap by Weight
Sector Drift (VUG minus GGRW)
Overlapping Holdings
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| Company | Weight in VUG |
Weight in GGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 9.3% | 7.2% | 7.2% |
|
AMAZON.COM INC | 6.2% | 5.9% | 5.9% |
|
MICROSOFT CORP | 11.4% | 4.3% | 4.3% |
|
META PLATFORMS INC | 4.3% | 5.2% | 4.3% |
|
BROADCOM INC. | 3.5% | 4.0% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
VUG Overweight Relative to GGRW
|
APPLE INC | 7.4% |
|
MICROSOFT CORP | 7.0% |
|
ALPHABET INC. CLASS A | 3.3% |
|
TESLA MOTORS INC | 2.9% |
|
VISA INC. CLASS A | 2.2% |
|
NVIDIA CORP | 2.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.0% |
|
SALESFORCE.COM INC | 0.9% |
|
MCDONALD'S CORP | 0.8% |
|
COSTCO WHOLESALE CORP | 0.8% |
VUG Underweight Relative to GGRW
|
SPOTIFY TECHNOLOGY SA | -4.5% |
|
GE AEROSPACE | -3.2% |
|
ALPHABET INC. CLASS C | -3.2% |
 |
EATON CORP PLC | -3.1% |
|
NETFLIX INC | -2.9% |
|
KKR & CO LP | -2.9% |
|
STRYKER CORP | -2.9% |
|
ARTHUR J GALLAGHER & CO | -2.8% |
|
GE VERONA | -2.8% |
|
MASTERCARD INCORPORATED CLASS A | -2.6% |