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
26%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
BAY
59
HOLDINGS
31%
ALSO IN FFF
FFF
98
HOLDINGS
18%
ALSO IN BAY
SECTOR DRIFT (BAY minus FFF)
OVERLAPPING HOLDINGS
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| Company | Weight in BAY |
Weight in FFF |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.4% | 7.7% | 7.4% |
|
META PLATFORMS INC | 3.8% | 7.5% | 3.8% |
|
SALESFORCE.COM INC | 2.3% | 3.8% | 2.3% |
|
SNOWFLAKE, INC. CLASS A | 2.3% | 2.1% | 2.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | 1.5% | 1.9% | 1.5% |
BAY Overweight Relative to FFF
|
APPLE INC | 7.6% |
|
ALPHABET INC. CLASS A | 4.1% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
BROADCOM INC. | 3.6% |
|
VISA INC. CLASS A | 3.3% |
|
PALO ALTO NETWORKS INC | 2.7% |
|
CISCO SYSTEMS INC | 2.5% |
|
INTEL CORP | 2.5% |
|
LAM RESEARCH CORP | 2.3% |
|
APPLIED MATERIALS INC | 2.2% |
BAY Underweight Relative to FFF
|
ORACLE CORP | -7.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.5% |
|
DELL TECHNOLOGIES INC CLASS C | -6.0% |
|
ARISTA NETWORKS, INC. | -4.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.9% |
|
META PLATFORMS INC | -3.7% |
|
SHOPIFY, INC. CLASS A | -3.3% |
|
BLACKROCK INC | -3.2% |
|
BLACKSTONE GROUP LP/THE | -3.0% |
|
CAPITAL ONE FINANCIAL CORP | -2.4% |