Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
AGRW
10
HOLDINGS
70%
ALSO IN PCGG
PCGG
35
HOLDINGS
23%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus PCGG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in PCGG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 10.3% | 6.5% | 6.5% |
|
MICROSOFT CORP | 14.0% | 6.1% | 6.1% |
|
ALPHABET INC. CLASS C | 11.5% | 4.6% | 4.6% |
|
VISA INC. CLASS A | 4.2% | 4.5% | 4.2% |
|
ELI LILLY & CO | 3.7% | 4.3% | 3.7% |
AGRW Overweight Relative to PCGG
|
NVIDIA CORP | 22.6% |
|
APPLE INC | 12.1% |
|
MICROSOFT CORP | 7.9% |
|
META PLATFORMS INC | 7.1% |
|
ALPHABET INC. CLASS C | 6.9% |
|
BROADCOM INC. | 4.9% |
|
AMAZON.COM INC | 3.8% |
|
ARISTA NETWORKS, INC. | 3.1% |
|
VISA INC. CLASS A | -0.3% |
|
SERVICENOW INC | -0.4% |
AGRW Underweight Relative to PCGG
|
SHOPIFY, INC. CLASS A | -6.3% |
|
MASTERCARD INCORPORATED CLASS A | -4.6% |
 |
AON PLC CLASS A | -4.5% |
|
ORACLE CORP | -4.2% |
|
MSCI INC-A | -3.7% |
 |
SAP AG | -3.3% |
|
PAYCOM SOFTWARE INC | -3.2% |
 |
ADYEN NV | -3.1% |
|
ADOBE SYSTEMS INC | -2.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.6% |