Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
40%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
AGRW
10
HOLDINGS
60%
ALSO IN WUGI
WUGI
36
HOLDINGS
20%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus WUGI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in AGRW |
Weight in WUGI |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 24.7% | 20.2% | 20.2% |
|
BROADCOM INC. | 8.3% | 9.8% | 8.3% |
|
META PLATFORMS INC | 7.1% | 5.5% | 5.5% |
|
AMAZON.COM INC | 10.3% | 3.7% | 3.7% |
|
ALPHABET INC. CLASS C | 11.5% | 1.8% | 1.8% |
AGRW Overweight Relative to WUGI
|
MICROSOFT CORP | 13.4% |
|
APPLE INC | 12.1% |
|
ALPHABET INC. CLASS C | 9.7% |
|
AMAZON.COM INC | 6.6% |
|
NVIDIA CORP | 4.5% |
|
VISA INC. CLASS A | 4.2% |
|
ELI LILLY & CO | 3.7% |
|
ARISTA NETWORKS, INC. | 3.1% |
|
META PLATFORMS INC | 1.7% |
|
DUOLINGO, INC. CLASS A | -0.3% |
AGRW Underweight Relative to WUGI
 |
TAIWAN SEMICONDUCTOR-SP ADR | -12.6% |
|
SYNOPSYS INC | -6.6% |
|
SNOWFLAKE, INC. CLASS A | -3.8% |
|
CADENCE DESIGN SYS INC | -3.3% |
|
KRANESHARES CSI CHINA INTERNET ETF | -3.1% |
|
MONGODB, INC. CLASS A | -2.8% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -2.5% |
 |
SIEMENS ENERGY AG | -2.3% |
|
CLOUDFLARE INC CLASS A | -2.2% |
 |
EATON CORP PLC | -2.1% |