Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
57%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
43%
ALSO IN VUSG
VUSG
45
HOLDINGS
41%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus VUSG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in VUSG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 17.4% | 12.5% |
|
ALPHABET INC. CLASS A | 8.9% | 10.7% | 8.9% |
|
MICROSOFT CORP | 5.1% | 5.9% | 5.1% |
|
BROADCOM INC. | 5.4% | 5.0% | 5.0% |
|
APPLE INC | 8.8% | 4.2% | 4.2% |
PJFG Overweight Relative to VUSG
|
AMAZON.COM INC | 6.6% |
|
APPLE INC | 4.6% |
|
GE AEROSPACE | 4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
|
AMPHENOL CORP-CL A | 2.5% |
|
BOEING CO | 1.9% |
|
KLA CORPORATION | 1.8% |
|
CADENCE DESIGN SYS INC | 1.8% |
|
WALT DISNEY CO/THE | 1.8% |
|
META PLATFORMS INC | 1.7% |
PJFG Underweight Relative to VUSG
|
MICRON TECHNOLOGY INC | -5.1% |
|
NVIDIA CORP | -4.9% |
 |
ASML HOLDING NV-NY REG SHS | -2.4% |
|
WELLTOWER, INC. | -1.9% |
|
ALPHABET INC. CLASS A | -1.9% |
|
NATERA INC | -1.9% |
|
AIRBNB, INC. CLASS A | -1.8% |
 |
MERCADOLIBRE INC | -1.8% |
|
UNITY SOFTWARE, INC. | -1.4% |
|
AXON ENTERPRISE INC | -1.3% |