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
63%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
AGRW
47
HOLDINGS
40%
ALSO IN BGRO
BGRO
37
HOLDINGS
50%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus BGRO)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in BGRO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.1% | 13.4% | 13.4% |
|
MICROSOFT CORP | 9.2% | 9.3% | 9.2% |
|
APPLE INC | 7.0% | 7.0% | 7.0% |
|
AMAZON.COM INC | 6.6% | 8.5% | 6.6% |
|
BROADCOM INC. | 5.4% | 7.8% | 5.4% |
AGRW Overweight Relative to BGRO
|
ALPHABET INC. CLASS C | 7.0% |
|
UBER TECHNOLOGIES, INC. | 1.6% |
|
DATADOG INC CLASS A | 1.5% |
|
SERVICENOW INC | 1.5% |
|
PALO ALTO NETWORKS INC | 1.5% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | 1.2% |
|
ECOLAB INC | 1.2% |
|
ULTA BEAUTY INC | 1.2% |
|
DEXCOM INC | 1.2% |
|
XPO LOGISTICS INC | 1.2% |
AGRW Underweight Relative to BGRO
|
ALPHABET INC. CLASS A | -4.6% |
|
TESLA MOTORS INC | -3.6% |
|
KKR & CO LP | -2.6% |
|
BROADCOM INC. | -2.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.0% |
|
APPLOVIN CORP. CLASS A | -1.9% |
|
AMAZON.COM INC | -1.9% |
|
CARVANA CO. CLASS A | -1.8% |
|
ELI LILLY & CO | -1.8% |
|
ORACLE CORP | -1.6% |