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
24%

OVERLAP
BY WEIGHT
4

# OF OVERLAPPING
HOLDINGS
JGRW
27
HOLDINGS
15%
ALSO IN HART
HART
69
HOLDINGS
7%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus HART)
OVERLAPPING HOLDINGS

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Company Weight
in JGRW
Weight
in HART
Overlap
ALPHABET INC. CLASS A 10.1% 11.1% 10.1%
APPLE INC 9.4% 6.9% 6.9%
ELI LILLY & CO 4.9% 6.4% 4.9%
ABBOTT LABORATORIES 1.8% 3.3% 1.8%
JGRW Overweight Relative to HART
MICROSOFT CORP 7.4%
NVIDIA CORP 6.6%
AMAZON.COM INC 6.4%
KLA CORPORATION 6.0%
MASTERCARD INCORPORATED CLASS A 4.6%
BROADCOM INC. 4.6%
SHERWIN-WILLIAMS CO/THE 4.1%
STRYKER CORP 3.7%
CADENCE DESIGN SYS INC 3.6%
MARSH & MCLENNAN COS 3.4%
JGRW Underweight Relative to HART
JOHNSON & JOHNSON -7.2%
NOVARTIS AG -6.4%
ASTRAZENECA PLC -6.2%
UNITEDHEALTH GROUP INC -6.0%
PFIZER INC -5.5%
BRISTOL-MYERS SQUIBB CO -3.8%
SANOFI-AVENTIS -3.4%
MEDTRONIC PLC -3.3%
NOVO NORDISK A/S-B -3.1%
ELEVANCE HEALTH INC -2.7%
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