Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
40%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
38%
ALSO IN BLCR
BLCR
36
HOLDINGS
32%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus BLCR)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in BLCR |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.9% | 6.6% | 6.6% |
|
AMAZON.COM INC | 7.6% | 6.5% | 6.5% |
|
ALPHABET INC. CLASS A | 5.2% | 5.0% | 5.0% |
|
MICROSOFT CORP | 5.5% | 4.3% | 4.3% |
|
META PLATFORMS INC | 3.7% | 4.2% | 3.7% |
BGRO Overweight Relative to BLCR
|
NVIDIA CORP | 6.2% |
|
SNOWFLAKE, INC. CLASS A | 4.7% |
|
QUANTA SERVICES INC | 2.8% |
|
CATERPILLAR INC | 2.7% |
|
APPLE INC | 2.7% |
|
PALO ALTO NETWORKS INC | 2.6% |
|
DATADOG INC CLASS A | 2.6% |
|
BROADCOM INC. | 2.5% |
|
ORACLE CORP | 2.4% |
|
EQUINIX INC | 2.4% |
BGRO Underweight Relative to BLCR
|
VISA INC. CLASS A | -3.4% |
|
MICRON TECHNOLOGY INC | -3.4% |
|
CARDINAL HEALTH INC | -3.1% |
|
ALLEGHENY TECHNOLOGIES INC | -2.9% |
|
WESCO INTERNATIONAL INC | -2.9% |
|
CIENA CORP | -2.8% |
|
CHEVRON CORP | -2.4% |
|
WESTERN DIGITAL CORP | -2.4% |
|
HASBRO INC | -2.4% |
|
AIR PRODUCTS & CHEMICALS INC | -2.2% |