Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
AOTG
43
HOLDINGS
19%
ALSO IN TMFG
TMFG
42
HOLDINGS
19%
ALSO IN AOTG
SECTOR DRIFT (AOTG minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in AOTG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 4.8% | 4.6% | 4.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.9% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS C | 3.4% | 4.0% | 3.4% |
|
SALESFORCE.COM INC | 3.5% | 2.1% | 2.1% |
 |
MERCADOLIBRE INC | 0.9% | 1.9% | 0.9% |
AOTG Overweight Relative to TMFG
|
ADVANCED MICRO DEVICES | 13.8% |
|
NVIDIA CORP | 10.6% |
|
MICRON TECHNOLOGY INC | 10.5% |
|
MICROSOFT CORP | 4.8% |
|
TOAST, INC. CLASS A | 4.5% |
 |
SK HYNIX INC-ADR | 3.2% |
|
SANDISK CORP | 3.2% |
|
ALPHABET INC. CLASS A | 2.7% |
 |
NU HOLDINGS LTD. CLASS A | 2.4% |
|
APPLOVIN CORP. CLASS A | 2.1% |
AOTG Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -6.5% |
|
MASTERCARD INCORPORATED CLASS A | -5.1% |
 |
WASTE CONNECTIONS, INC. | -4.2% |
 |
NINTENDO CO LTD | -3.7% |
|
EQUINIX INC | -3.2% |
|
FASTENAL CO | -3.0% |
 |
LONDON STOCK EXCHANGE GROUP | -3.0% |
|
STONEX GROUP INC | -2.9% |
|
DEXCOM INC | -2.7% |
|
AMERICAN TOWER CORP-CL A | -2.5% |