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
30%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
38%
ALSO IN LOGO
LOGO
50
HOLDINGS
24%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus LOGO)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in LOGO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.7% | 4.6% | 4.6% |
|
BROADCOM INC. | 4.8% | 4.5% | 4.5% |
|
AMAZON.COM INC | 7.6% | 3.4% | 3.4% |
|
ELI LILLY & CO | 3.3% | 3.9% | 3.3% |
|
APPLE INC | 6.7% | 2.7% | 2.7% |
BGRO Overweight Relative to LOGO
|
NVIDIA CORP | 9.1% |
|
MICROSOFT CORP | 5.3% |
|
SNOWFLAKE, INC. CLASS A | 4.4% |
|
AMAZON.COM INC | 4.2% |
|
APPLE INC | 4.0% |
|
META PLATFORMS INC | 3.9% |
|
DATADOG INC CLASS A | 3.4% |
|
CATERPILLAR INC | 2.8% |
|
QUANTA SERVICES INC | 2.6% |
|
HOWMET AEROSPACE INC. | 2.5% |
BGRO Underweight Relative to LOGO
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.9% |
|
NETFLIX INC | -3.7% |
|
CHENIERE ENERGY INC | -3.1% |
 |
MERCADOLIBRE INC | -3.0% |
|
AXON ENTERPRISE INC | -2.7% |
|
ABBVIE INC | -2.4% |
 |
NOVO-NORDISK A/S-SPONS ADR | -2.2% |
|
CBRE GROUP, INC. CLASS A | -2.2% |
|
UBER TECHNOLOGIES, INC. | -2.1% |
|
HEICO CORP | -2.1% |