Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
JGRW
27
HOLDINGS
37%
ALSO IN SEMG
SEMG
23
HOLDINGS
43%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in JGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 10.1% | 14.4% | 10.1% |
|
MICROSOFT CORP | 7.4% | 7.9% | 7.4% |
|
NVIDIA CORP | 6.6% | 11.2% | 6.6% |
|
APPLE INC | 9.4% | 5.0% | 5.0% |
|
BROADCOM INC. | 4.6% | 4.9% | 4.6% |
JGRW Overweight Relative to SEMG
|
AMAZON.COM INC | 6.4% |
|
KLA CORPORATION | 6.0% |
|
APPLE INC | 4.4% |
|
SHERWIN-WILLIAMS CO/THE | 4.1% |
|
CADENCE DESIGN SYS INC | 3.6% |
|
MARSH & MCLENNAN COS | 3.4% |
|
WASTE MANAGEMENT INC | 2.9% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | 1.9% |
|
VEEVA SYSTEMS INC-CLASS A | 1.8% |
JGRW Underweight Relative to SEMG
|
VISA INC. CLASS A | -5.6% |
|
NVIDIA CORP | -4.6% |
|
MCKESSON CORP | -4.6% |
|
WW GRAINGER INC | -4.5% |
|
ALPHABET INC. CLASS A | -4.3% |
|
S&P GLOBAL, INC. | -2.9% |
|
APPLIED MATERIALS INC | -2.5% |
|
INTUIT INC | -2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.4% |
|
SERVICENOW INC | -2.4% |