Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SEMG
22
HOLDINGS
45%
ALSO IN JGRW
JGRW
27
HOLDINGS
37%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus JGRW)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.5% | 7.9% | 7.9% |
|
NVIDIA CORP | 11.8% | 6.7% | 6.7% |
|
ALPHABET INC. CLASS A | 10.9% | 6.4% | 6.4% |
|
APPLE INC | 4.9% | 6.5% | 4.9% |
|
ELI LILLY & CO | 4.5% | 4.6% | 4.5% |
SEMG Overweight Relative to JGRW
|
VISA INC. CLASS A | 6.2% |
|
NVIDIA CORP | 5.1% |
|
MCKESSON CORP | 4.8% |
|
ALPHABET INC. CLASS A | 4.6% |
|
WW GRAINGER INC | 4.5% |
|
META PLATFORMS INC | 3.3% |
 |
ASML HOLDING NV-NY REG SHS | 3.2% |
|
AIRBNB, INC. CLASS A | 2.9% |
|
S&P GLOBAL, INC. | 2.9% |
|
SERVICENOW INC | 2.7% |
SEMG Underweight Relative to JGRW
|
AMAZON.COM INC | -7.3% |
|
MARSH & MCLENNAN COS | -4.6% |
|
SHERWIN-WILLIAMS CO/THE | -4.4% |
|
KLA CORPORATION | -4.1% |
|
WASTE MANAGEMENT INC | -3.7% |
|
MOTOROLA SOLUTIONS | -3.5% |
|
VEEVA SYSTEMS INC-CLASS A | -3.4% |
|
PROCTER & GAMBLE CO/THE | -3.0% |
|
CADENCE DESIGN SYS INC | -2.5% |
|
ABBOTT LABORATORIES | -2.2% |