Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SEMG
22
HOLDINGS
50%
ALSO IN VDIG
VDIG
40
HOLDINGS
31%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus VDIG)
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 VDIG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.5% | 6.6% | 6.6% |
|
BROADCOM INC. | 4.9% | 6.1% | 4.9% |
|
ELI LILLY & CO | 4.5% | 5.5% | 4.5% |
|
MASTERCARD INCORPORATED CLASS A | 4.1% | 4.7% | 4.1% |
|
VISA INC. CLASS A | 6.2% | 3.7% | 3.7% |
SEMG Overweight Relative to VDIG
|
NVIDIA CORP | 11.8% |
|
ALPHABET INC. CLASS A | 8.5% |
|
MCKESSON CORP | 4.8% |
|
WW GRAINGER INC | 4.5% |
|
META PLATFORMS INC | 3.3% |
 |
ASML HOLDING NV-NY REG SHS | 3.2% |
|
AIRBNB, INC. CLASS A | 2.9% |
|
SERVICENOW INC | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
APPLIED MATERIALS INC | 2.4% |
SEMG Underweight Relative to VDIG
 |
LINDE PLC | -3.7% |
|
TEXAS INSTRUMENTS INC | -3.6% |
|
WELLS FARGO & CO | -3.4% |
|
CHUBB LIMITED | -3.1% |
|
DANAHER CORP | -3.1% |
|
BLACKROCK INC | -3.0% |
|
COCA-COLA CO/THE | -3.0% |
|
HOME DEPOT INC | -3.0% |
|
MARSH & MCLENNAN COS | -2.7% |
|
NORTHROP GRUMMAN CORP | -2.5% |