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
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GFGF
29
HOLDINGS
17%
ALSO IN AKRE
AKRE
16
HOLDINGS
31%
ALSO IN GFGF
SECTOR DRIFT (GFGF minus AKRE)
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 GFGF |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 3.7% | 8.3% | 3.7% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% | 12.8% | 3.2% |
|
MOODY'S CORP | 2.9% | 5.9% | 2.9% |
|
COPART INC | 2.6% | 3.7% | 2.6% |
|
COSTAR GROUP INC | 2.4% | 5.0% | 2.4% |
GFGF Overweight Relative to AKRE
|
NVIDIA CORP | 7.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.6% |
|
ALPHABET INC. CLASS A | 4.7% |
|
MSCI INC-A | 4.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
MICROSOFT CORP | 3.8% |
|
ELI LILLY & CO | 3.8% |
 |
ASML HOLDING NV-NY REG SHS | 3.7% |
|
APPLE INC | 3.7% |
|
UNITEDHEALTH GROUP INC | 3.2% |
GFGF Underweight Relative to AKRE
 |
BROOKFIELD CORP | -10.5% |
|
CONSTELLATION SOFTWARE INC | -10.4% |
|
MASTERCARD INCORPORATED CLASS A | -9.6% |
|
KKR & CO LP | -6.8% |
|
ROPER TECHNOLOGIES, INC. | -5.3% |
|
FAIR ISAAC CORP | -5.2% |
|
VISA INC. CLASS A | -4.5% |
|
AIRBNB, INC. CLASS A | -4.4% |
 |
LVMH MOET HENNESSY LOUIS VUI | -3.7% |
|
MOODY'S CORP | -3.0% |