Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
40%
ALSO IN LOGO
LOGO
50
HOLDINGS
28%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus LOGO)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in LOGO |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 4.4% | 4.4% | 4.4% |
|
NVIDIA CORP | 12.8% | 4.0% | 4.0% |
|
ELI LILLY & CO | 3.0% | 3.6% | 3.0% |
|
ALPHABET INC. CLASS A | 5.0% | 2.7% | 2.7% |
|
MICROSOFT CORP | 6.7% | 2.6% | 2.6% |
BGRO Overweight Relative to LOGO
|
NVIDIA CORP | 8.8% |
|
SNOWFLAKE, INC. CLASS A | 5.5% |
|
MICROSOFT CORP | 4.1% |
|
MICRON TECHNOLOGY INC | 3.5% |
 |
WHEATON PRECIOUS METALS CORP | 3.0% |
|
BROADCOM INC. | 2.9% |
|
QUANTA SERVICES INC | 2.5% |
|
HOWMET AEROSPACE INC. | 2.5% |
|
CATERPILLAR INC | 2.5% |
|
ADVANCED MICRO DEVICES | 2.4% |
BGRO Underweight Relative to LOGO
|
NETFLIX INC | -4.0% |
|
CENOVUS ENERGY INC | -3.2% |
|
CHENIERE ENERGY INC | -3.2% |
 |
MERCADOLIBRE INC | -3.2% |
|
AXON ENTERPRISE INC | -2.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.5% |
|
UBER TECHNOLOGIES, INC. | -2.4% |
|
ABBVIE INC | -2.3% |
|
WALT DISNEY CO/THE | -2.0% |
|
SERVICENOW INC | -1.9% |