Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
LCLG
54
HOLDINGS
11%
ALSO IN TMFG
TMFG
42
HOLDINGS
14%
ALSO IN LCLG
SECTOR DRIFT (LCLG minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in LCLG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 4.2% | 5.1% | 4.2% |
|
AMAZON.COM INC | 3.8% | 4.6% | 3.8% |
|
FASTENAL CO | 3.3% | 3.0% | 3.0% |
|
ALPHABET INC. CLASS C | 2.2% | 4.0% | 2.2% |
|
WATERS CORP | 1.3% | 2.5% | 1.3% |
LCLG Overweight Relative to TMFG
|
AMPHENOL CORP-CL A | 5.7% |
|
APPLE INC | 5.3% |
|
MICRON TECHNOLOGY INC | 5.0% |
|
BROADCOM INC. | 4.3% |
|
KLA CORPORATION | 3.9% |
|
META PLATFORMS INC | 3.5% |
 |
FLEXTRONICS INTL LTD | 3.3% |
|
ALPHABET INC. CLASS A | 3.1% |
|
UNITED RENTALS INC | 2.7% |
|
WILLIAMS-SONOMA INC | 2.4% |
LCLG Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -6.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.4% |
 |
WASTE CONNECTIONS, INC. | -4.2% |
 |
NINTENDO CO LTD | -3.7% |
|
EQUINIX INC | -3.2% |
 |
LONDON STOCK EXCHANGE GROUP | -3.0% |
|
STONEX GROUP INC | -2.9% |
|
DEXCOM INC | -2.7% |
|
AMERICAN TOWER CORP-CL A | -2.5% |
|
WATSCO INC | -2.4% |