Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
SEMG
22
HOLDINGS
18%
ALSO IN AKRE
AKRE
16
HOLDINGS
25%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus AKRE)
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 AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 6.2% | 6.8% | 6.2% |
|
MASTERCARD INCORPORATED CLASS A | 4.1% | 13.2% | 4.1% |
|
AIRBNB, INC. CLASS A | 2.9% | 3.2% | 2.9% |
|
SERVICENOW INC | 2.7% | 2.9% | 2.7% |
SEMG Overweight Relative to AKRE
|
NVIDIA CORP | 11.8% |
|
ALPHABET INC. CLASS A | 10.9% |
|
MICROSOFT CORP | 8.5% |
|
APPLE INC | 4.9% |
|
BROADCOM INC. | 4.9% |
|
MCKESSON CORP | 4.8% |
|
WW GRAINGER INC | 4.5% |
|
ELI LILLY & CO | 4.5% |
|
STRYKER CORP | 3.4% |
|
META PLATFORMS INC | 3.3% |
SEMG Underweight Relative to AKRE
 |
CONSTELLATION SOFTWARE INC | -11.8% |
|
MASTERCARD INCORPORATED CLASS A | -9.1% |
|
KKR & CO LP | -7.1% |
|
ROPER TECHNOLOGIES, INC. | -7.0% |
|
MOODY'S CORP | -6.6% |
|
BROOKFIELD CORP | -6.4% |
|
COSTAR GROUP INC | -4.9% |
|
FAIR ISAAC CORP | -4.9% |
|
COPART INC | -4.4% |
|
CCC INTELLIGENT SOLUTIONS HOLDINGS I | -3.8% |