Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
PJFG
37
HOLDINGS
24%
ALSO IN LRNZ
LRNZ
21
HOLDINGS
38%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus LRNZ)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in LRNZ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.5% | 9.6% | 9.6% |
|
AMAZON.COM INC | 9.2% | 5.0% | 5.0% |
|
ELI LILLY & CO | 4.0% | 3.6% | 3.6% |
|
ADVANCED MICRO DEVICES | 2.6% | 3.0% | 2.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.7% | 11.4% | 1.7% |
PJFG Overweight Relative to LRNZ
|
ALPHABET INC. CLASS A | 9.8% |
|
APPLE INC | 8.1% |
|
MICROSOFT CORP | 5.7% |
|
BROADCOM INC. | 5.6% |
|
AMAZON.COM INC | 4.2% |
|
META PLATFORMS INC | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.3% |
|
GE AEROSPACE | 2.9% |
|
TESLA MOTORS INC | 2.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.7% |
PJFG Underweight Relative to LRNZ
|
CLOUDFLARE INC CLASS A | -10.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -9.7% |
|
SAMSARA, INC. CLASS A | -7.5% |
|
SNOWFLAKE, INC. CLASS A | -6.5% |
|
ZSCALER, INC. | -5.5% |
|
ELASTIC NV | -4.7% |
|
MONGODB, INC. CLASS A | -4.5% |
|
NATERA INC | -3.5% |
|
SERVICENOW INC | -3.3% |
|
DATADOG INC CLASS A | -3.3% |