Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
16%
ALSO IN LOUP
LOUP
28
HOLDINGS
18%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus LOUP)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in LOUP |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 5.1% | 4.6% | 4.6% |
|
DATADOG INC CLASS A | 4.2% | 3.4% | 3.4% |
|
LAM RESEARCH CORP | 2.1% | 3.0% | 2.1% |
|
APPLOVIN CORP. CLASS A | 1.9% | 5.2% | 1.9% |
|
VERTIV HOLDINGS CO. CLASS A | 1.6% | 2.5% | 1.6% |
BGRO Overweight Relative to LOUP
|
NVIDIA CORP | 13.3% |
|
AMAZON.COM INC | 8.4% |
|
APPLE INC | 6.0% |
|
MICROSOFT CORP | 6.0% |
|
ALPHABET INC. CLASS A | 5.4% |
|
BROADCOM INC. | 5.3% |
|
META PLATFORMS INC | 4.0% |
|
ELI LILLY & CO | 2.9% |
|
QUANTA SERVICES INC | 2.9% |
|
PALO ALTO NETWORKS INC | 2.7% |
BGRO Underweight Relative to LOUP
|
REDDIT INC-CL A | -4.5% |
|
ROBLOX CORP. CLASS A | -4.5% |
 |
BE SEMICONDUCTOR INDUSTRIES | -4.3% |
 |
RESEARCH IN MOTION | -3.9% |
|
RUBRIK INC-A | -3.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.4% |
|
MERCURY COMPUTER SYSTEMS INC | -3.4% |
|
AEROVIRONMENT INC | -3.4% |
|
APPLOVIN CORP. CLASS A | -3.3% |
|
MARVELL TECHNOLOGY, INC. | -3.3% |