Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GGRW
36
HOLDINGS
16%
ALSO IN TMFG
TMFG
41
HOLDINGS
12%
ALSO IN GGRW
SECTOR DRIFT (GGRW minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in GGRW |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 5.9% | 7.2% | 5.9% |
|
AMAZON.COM INC | 5.7% | 6.3% | 5.7% |
|
MASTERCARD INCORPORATED CLASS A | 3.8% | 4.3% | 3.8% |
 |
MERCADOLIBRE INC | 0.7% | 2.5% | 0.7% |
|
COSTCO WHOLESALE CORP | 0.6% | 3.3% | 0.6% |
GGRW Overweight Relative to TMFG
|
NVIDIA CORP | 8.6% |
|
BROADCOM INC. | 5.5% |
|
MICROSOFT CORP | 4.4% |
|
GE VERONA | 4.3% |
|
META PLATFORMS INC | 4.2% |
|
GE AEROSPACE | 4.1% |
|
ELI LILLY & CO | 3.8% |
|
APPLE INC | 3.4% |
|
KKR & CO LP | 2.7% |
|
STRYKER CORP | 2.6% |
GGRW Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -4.5% |
 |
NINTENDO CO LTD | -4.3% |
 |
WASTE CONNECTIONS, INC. | -3.7% |
|
AXON ENTERPRISE INC | -3.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.4% |
 |
ICON PLC | -3.0% |
|
WATSCO INC | -2.9% |
 |
CLOSE BROTHERS GROUP PLC | -2.8% |
|
COSTCO WHOLESALE CORP | -2.7% |
|
BROOKFIELD ASSET MGMT-A | -2.6% |