Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
37%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
RPG
72
HOLDINGS
51%
ALSO IN GFLW
GFLW
102
HOLDINGS
35%
ALSO IN RPG
SECTOR DRIFT (RPG minus GFLW)
OVERLAPPING HOLDINGS
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| Company | Weight in RPG |
Weight in GFLW |
Overlap | |
|---|---|---|---|---|
 |
SANDISK CORP | 6.1% | 2.4% | 2.4% |
|
ELI LILLY & CO | 2.2% | 4.7% | 2.2% |
|
VERTIV HOLDINGS CO. CLASS A | 1.7% | 1.8% | 1.7% |
|
NVIDIA CORP | 1.6% | 3.3% | 1.6% |
|
LAM RESEARCH CORP | 1.5% | 1.9% | 1.5% |
RPG Overweight Relative to GFLW
|
MICRON TECHNOLOGY INC | 3.7% |
|
SANDISK CORP | 3.7% |
|
ADVANCED MICRO DEVICES | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% |
|
INTERACTIVE BROKERS GRO-CL A | 1.8% |
|
CIENA CORP | 1.8% |
|
QUANTA SERVICES INC | 1.7% |
|
HCA HOLDINGS INC | 1.6% |
|
MONOLITHIC POWER SYSTEMS INC | 1.5% |
RPG Underweight Relative to GFLW
|
ROYALTY PHARMA PLC CLASS A | -3.0% |
|
CARDINAL HEALTH INC | -2.9% |
|
DELL TECHNOLOGIES INC CLASS C | -2.6% |
|
ELI LILLY & CO | -2.5% |
|
WESTERN DIGITAL CORP | -1.9% |
|
MCKESSON CORP | -1.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.7% |
|
CATERPILLAR INC | -1.7% |
|
INTUIT INC | -1.6% |
|
NVIDIA CORP | -1.6% |