Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SEMG
22
HOLDINGS
41%
ALSO IN ABIG
ABIG
30
HOLDINGS
30%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus ABIG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SEMG |
Weight in ABIG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.8% | 10.1% | 10.1% |
|
ALPHABET INC. CLASS A | 10.9% | 8.3% | 8.3% |
|
MICROSOFT CORP | 8.5% | 7.2% | 7.2% |
|
MASTERCARD INCORPORATED CLASS A | 4.1% | 4.3% | 4.1% |
|
APPLE INC | 4.9% | 3.9% | 3.9% |
SEMG Overweight Relative to ABIG
|
VISA INC. CLASS A | 6.2% |
|
MCKESSON CORP | 4.8% |
|
WW GRAINGER INC | 4.5% |
|
ELI LILLY & CO | 4.5% |
|
STRYKER CORP | 3.4% |
 |
ASML HOLDING NV-NY REG SHS | 3.2% |
|
AIRBNB, INC. CLASS A | 2.9% |
|
S&P GLOBAL, INC. | 2.9% |
|
SERVICENOW INC | 2.7% |
|
ALPHABET INC. CLASS A | 2.7% |
SEMG Underweight Relative to ABIG
|
AMAZON.COM INC | -9.2% |
|
TRANSDIGM GROUP INC | -3.8% |
|
UNITED RENTALS INC | -3.8% |
|
REGAL BELOIT CORP | -3.5% |
|
DELL TECHNOLOGIES INC CLASS C | -3.4% |
|
FORTINET INC | -3.0% |
|
PROGRESSIVE CORP | -2.7% |
|
DR HORTON INC | -2.7% |
|
EXXON MOBIL HOLDING CORP | -2.5% |
 |
JAZZ PHARMACEUTICALS PLC | -2.2% |