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
37%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
35%
ALSO IN RPG
RPG
72
HOLDINGS
51%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus RPG)
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 GFLW |
Weight in RPG |
Overlap | |
|---|---|---|---|---|
 |
SANDISK CORP | 2.4% | 6.1% | 2.4% |
|
ELI LILLY & CO | 4.7% | 2.2% | 2.2% |
|
VERTIV HOLDINGS CO. CLASS A | 1.8% | 1.7% | 1.7% |
|
NVIDIA CORP | 3.3% | 1.6% | 1.6% |
|
LAM RESEARCH CORP | 1.9% | 1.5% | 1.5% |
GFLW Overweight Relative to RPG
|
ROYALTY PHARMA PLC CLASS A | 3.0% |
|
CARDINAL HEALTH INC | 2.9% |
|
DELL TECHNOLOGIES INC CLASS C | 2.6% |
|
ELI LILLY & CO | 2.5% |
|
WESTERN DIGITAL CORP | 1.9% |
|
MCKESSON CORP | 1.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.7% |
|
CATERPILLAR INC | 1.7% |
|
INTUIT INC | 1.6% |
|
NVIDIA CORP | 1.6% |
GFLW Underweight Relative to RPG
|
MICRON TECHNOLOGY INC | -3.7% |
|
SANDISK CORP | -3.7% |
|
ADVANCED MICRO DEVICES | -2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.9% |
|
INTERACTIVE BROKERS GRO-CL A | -1.8% |
|
CIENA CORP | -1.8% |
|
QUANTA SERVICES INC | -1.7% |
|
HCA HOLDINGS INC | -1.6% |
|
MONOLITHIC POWER SYSTEMS INC | -1.5% |