Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
54%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
XLG
54
HOLDINGS
32%
ALSO IN AGRW
AGRW
45
HOLDINGS
36%
ALSO IN XLG
SECTOR DRIFT (XLG minus AGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in XLG |
Weight in AGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.4% | 14.8% | 14.4% |
|
APPLE INC | 12.3% | 6.9% | 6.9% |
|
BROADCOM INC. | 5.5% | 5.6% | 5.5% |
|
MICROSOFT CORP | 7.9% | 5.3% | 5.3% |
|
AMAZON.COM INC | 6.7% | 5.3% | 5.3% |
XLG Overweight Relative to AGRW
|
ALPHABET INC. CLASS A | 5.7% |
|
APPLE INC | 5.4% |
|
TESLA MOTORS INC | 3.2% |
|
MICROSOFT CORP | 2.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
ADVANCED MICRO DEVICES | 2.5% |
|
JPMORGAN CHASE & CO | 2.5% |
|
JOHNSON & JOHNSON | 1.5% |
|
AMAZON.COM INC | 1.4% |
|
CISCO SYSTEMS INC | 1.3% |
XLG Underweight Relative to AGRW
|
LAM RESEARCH CORP | -2.9% |
|
GE VERONA | -2.8% |
|
ARISTA NETWORKS, INC. | -2.3% |
|
ALPHABET INC. CLASS C | -2.2% |
|
VERTIV HOLDINGS CO. CLASS A | -2.0% |
|
DATADOG INC CLASS A | -2.0% |
|
PALO ALTO NETWORKS INC | -1.9% |
|
CADENCE DESIGN SYS INC | -1.8% |
|
OKTA, INC. CLASS A | -1.6% |
|
ANALOG DEVICES INC | -1.5% |