Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
AGRW
45
HOLDINGS
39%
ALSO IN NULG
NULG
70
HOLDINGS
25%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus NULG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in NULG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.8% | 15.1% | 14.8% |
|
BROADCOM INC. | 5.6% | 6.5% | 5.6% |
|
LAM RESEARCH CORP | 2.9% | 3.1% | 2.9% |
|
VISA INC. CLASS A | 2.2% | 2.7% | 2.2% |
|
GE VERONA | 2.8% | 2.1% | 2.1% |
AGRW Overweight Relative to NULG
|
ALPHABET INC. CLASS C | 7.1% |
|
APPLE INC | 6.9% |
|
MICROSOFT CORP | 5.3% |
|
AMAZON.COM INC | 5.3% |
|
META PLATFORMS INC | 3.5% |
|
ARISTA NETWORKS, INC. | 2.3% |
|
VERTIV HOLDINGS CO. CLASS A | 2.0% |
|
OKTA, INC. CLASS A | 1.6% |
|
ORACLE CORP | 1.4% |
|
VIKING HOLDINGS LTD | 1.3% |
AGRW Underweight Relative to NULG
|
ADVANCED MICRO DEVICES | -4.0% |
|
APPLIED MATERIALS INC | -3.2% |
|
CATERPILLAR INC | -2.6% |
|
WESTERN DIGITAL CORP | -2.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.4% |
|
TJX COMPANIES INC | -1.8% |
|
MARVELL TECHNOLOGY, INC. | -1.7% |
|
BOOKING HOLDINGS INC. | -1.7% |
|
ELI LILLY & CO | -1.7% |
|
HOWMET AEROSPACE INC. | -1.6% |