Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
67%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
PJFG
37
HOLDINGS
76%
ALSO IN FBCG
FBCG
189
HOLDINGS
15%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus FBCG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in FBCG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.5% | 17.5% | 11.5% |
|
ALPHABET INC. CLASS A | 9.8% | 10.5% | 9.8% |
|
AMAZON.COM INC | 9.2% | 9.8% | 9.2% |
|
APPLE INC | 8.1% | 11.3% | 8.1% |
|
MICROSOFT CORP | 5.7% | 6.0% | 5.7% |
PJFG Overweight Relative to FBCG
|
GE AEROSPACE | 2.5% |
|
ADVANCED MICRO DEVICES | 2.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.3% |
|
COSTCO WHOLESALE CORP | 1.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.5% |
|
WALT DISNEY CO/THE | 1.5% |
|
KLA CORPORATION | 1.5% |
|
CONSTELLATION ENERGY CORPORATION | 1.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.4% |
|
SPOTIFY TECHNOLOGY SA | 1.3% |
PJFG Underweight Relative to FBCG
|
NVIDIA CORP | -6.0% |
|
MARVELL TECHNOLOGY, INC. | -3.6% |
|
APPLE INC | -3.3% |
|
WESTERN DIGITAL CORP | -1.2% |
|
LUMENTUM HOLDINGS INC | -1.2% |
|
MONOLITHIC POWER SYSTEMS INC | -1.2% |
 |
CELESTICA INC | -1.1% |
|
MICRON TECHNOLOGY INC | -1.0% |
|
GE VERONA | -0.9% |
|
GILEAD SCIENCES INC | -0.8% |