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
22%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
GGRW
37
HOLDINGS
28%
ALSO IN PFOE
PFOE
18
HOLDINGS
50%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus PFOE)
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 GGRW |
Weight in PFOE |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.2% | 6.4% | 6.4% |
|
ELI LILLY & CO | 3.7% | 4.0% | 3.7% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% | 3.1% | 3.1% |
|
NETFLIX INC | 3.0% | 5.3% | 3.0% |
 |
ASML HOLDING NV-NY REG SHS | 2.3% | 5.9% | 2.3% |
GGRW Overweight Relative to PFOE
|
NVIDIA CORP | 9.1% |
|
GE VERONA | 6.7% |
|
AMAZON.COM INC | 6.5% |
|
BROADCOM INC. | 5.5% |
|
META PLATFORMS INC | 3.8% |
|
MICROSOFT CORP | 3.8% |
|
GE AEROSPACE | 3.8% |
|
APPLE INC | 3.4% |
|
APPLIED MATERIALS INC | 3.1% |
 |
EATON CORP PLC | 2.6% |
GGRW Underweight Relative to PFOE
|
UNITEDHEALTH GROUP INC | -6.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.8% |
|
IDEXX LABORATORIES INC | -5.1% |
 |
MERCADOLIBRE INC | -4.9% |
 |
BROOKFIELD CORP | -4.8% |
|
UBER TECHNOLOGIES, INC. | -4.7% |
|
QXO INC | -4.5% |
|
SPOTIFY TECHNOLOGY SA | -4.1% |
|
ASML HOLDING NV-NY REG SHS | -3.6% |
 |
NU HOLDINGS LTD. CLASS A | -3.6% |