Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
PCGG
34
HOLDINGS
13%
ALSO IN AKRE
AKRE
16
HOLDINGS
25%
ALSO IN PCGG
SECTOR DRIFT (PCGG minus AKRE)
OVERLAPPING HOLDINGS
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| Company | Weight in PCGG |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 5.1% | 6.6% | 5.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.7% | 12.5% | 4.7% |
|
SERVICENOW INC | 2.8% | 2.3% | 2.3% |
|
COSTAR GROUP INC | 1.6% | 4.3% | 1.6% |
PCGG Overweight Relative to AKRE
|
NVIDIA CORP | 8.2% |
|
ALPHABET INC. CLASS C | 8.0% |
|
BROADCOM INC. | 6.8% |
|
MICROSOFT CORP | 5.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 5.2% |
|
AMAZON.COM INC | 5.1% |
|
SHOPIFY, INC. CLASS A | 4.8% |
 |
AON PLC CLASS A | 4.7% |
|
ELI LILLY & CO | 4.4% |
 |
TENCENT HOLDINGS LTD | 4.1% |
PCGG Underweight Relative to AKRE
 |
CONSTELLATION SOFTWARE INC | -14.4% |
|
BROOKFIELD CORP | -8.1% |
|
MASTERCARD INCORPORATED CLASS A | -7.9% |
|
KKR & CO LP | -7.0% |
|
MOODY'S CORP | -6.7% |
|
FAIR ISAAC CORP | -6.5% |
|
ROPER TECHNOLOGIES, INC. | -6.2% |
|
COPART INC | -4.1% |
|
COSTAR GROUP INC | -2.6% |
|
AIRBNB, INC. CLASS A | -2.6% |