Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
JGRO
108
HOLDINGS
26%
ALSO IN TMAT
TMAT
106
HOLDINGS
30%
ALSO IN JGRO
SECTOR DRIFT (JGRO minus TMAT)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRO |
Weight in TMAT |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.0% | 3.8% | 3.8% |
|
BROADCOM INC. | 5.1% | 2.2% | 2.2% |
|
MICROSOFT CORP | 8.7% | 1.3% | 1.3% |
|
INSMED INC | 1.4% | 1.2% | 1.2% |
|
ORACLE CORP | 1.1% | 2.4% | 1.1% |
JGRO Overweight Relative to TMAT
|
NVIDIA CORP | 8.2% |
|
APPLE INC | 7.8% |
|
MICROSOFT CORP | 7.4% |
|
ALPHABET INC. CLASS C | 5.5% |
|
TESLA MOTORS INC | 3.9% |
|
AMAZON.COM INC | 3.8% |
|
META PLATFORMS INC | 3.4% |
|
BROADCOM INC. | 2.9% |
|
MASTERCARD INCORPORATED CLASS A | 2.5% |
|
ELI LILLY & CO | 1.7% |
JGRO Underweight Relative to TMAT
|
CLOUDFLARE INC CLASS A | -3.6% |
 |
NEBIUS GROUP NV | -2.0% |
|
MICRON TECHNOLOGY INC | -1.8% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -1.6% |
|
SNOWFLAKE, INC. CLASS A | -1.5% |
|
ZSCALER, INC. | -1.4% |
|
GUARDANT HEALTH, INC. | -1.4% |
 |
ARGENX SE ADR | -1.3% |
|
ORACLE CORP | -1.3% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | -1.3% |