Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
35%
ALSO IN RPG
RPG
68
HOLDINGS
52%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus RPG)
OVERLAPPING HOLDINGS
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| Company | Weight in GFLW |
Weight in RPG |
Overlap | |
|---|---|---|---|---|
 |
SANDISK CORP | 3.0% | 10.3% | 3.0% |
|
LAM RESEARCH CORP | 2.3% | 2.2% | 2.2% |
|
APPLIED MATERIALS INC | 2.2% | 1.7% | 1.7% |
|
GE VERONA | 2.0% | 1.7% | 1.7% |
|
COMFORT SYSTEMS USA INC | 1.6% | 3.5% | 1.6% |
GFLW Overweight Relative to RPG
|
DELL TECHNOLOGIES INC CLASS C | 2.9% |
|
NVIDIA CORP | 2.2% |
|
ROYALTY PHARMA PLC CLASS A | 2.1% |
|
CATERPILLAR INC | 1.6% |
|
ADOBE SYSTEMS INC | 1.6% |
|
INTUIT INC | 1.6% |
|
SALESFORCE.COM INC | 1.5% |
|
NEWMONT MINING CORP | 1.4% |
|
HECLA MINING CO | 1.2% |
|
CARDINAL HEALTH INC | 1.2% |
GFLW Underweight Relative to RPG
|
SANDISK CORP ORDINARY SHARES | -7.3% |
|
SANDISK CORP | -7.3% |
|
MICRON TECHNOLOGY INC | -4.3% |
|
ADVANCED MICRO DEVICES | -2.6% |
|
CIENA CORP | -2.1% |
|
INTERACTIVE BROKERS GRO-CL A | -2.0% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.0% |
|
COMFORT SYSTEMS USA INC | -1.9% |
|
QUANTA SERVICES INC | -1.8% |
|
MONOLITHIC POWER SYSTEMS INC | -1.6% |