Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
27%

OVERLAP
BY WEIGHT
12

# OF OVERLAPPING
HOLDINGS
JGRW
28
HOLDINGS
43%
ALSO IN BGDV
BGDV
48
HOLDINGS
25%
ALSO IN JGRW
SECTOR DRIFT (JGRW minus BGDV)
OVERLAPPING HOLDINGS

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Company Weight
in JGRW
Weight
in BGDV
Overlap
BROADCOM INC. 4.5% 4.9% 4.5%
ELI LILLY & CO 5.0% 3.7% 3.7%
MOTOROLA SOLUTIONS 3.1% 2.9% 2.9%
ALPHABET INC. CLASS A 6.3% 2.8% 2.8%
WASTE MANAGEMENT INC 3.9% 2.5% 2.5%
JGRW Overweight Relative to BGDV
APPLE INC 7.1%
AMAZON.COM INC 6.5%
NVIDIA CORP 5.1%
MASTERCARD INCORPORATED CLASS A 4.8%
STRYKER CORP 4.8%
MARSH & MCLENNAN COS 4.7%
KLA CORPORATION 4.4%
MICROSOFT CORP 4.4%
SHERWIN-WILLIAMS CO/THE 4.4%
ALPHABET INC. CLASS A 3.5%
JGRW Underweight Relative to BGDV
TAIWAN SEMICONDUCTOR-SP ADR -5.0%
WESTERN DIGITAL CORP -4.1%
VICTORY CAPITAL HOLDING - A -3.3%
ABBVIE INC -3.2%
UNITEDHEALTH GROUP INC -3.1%
WILLIAMS COS INC -2.7%
TARGA RESOURCES CORP -2.6%
ENCOMPASS HEALTH CORPORATION -2.6%
JPMORGAN CHASE & CO -2.4%
SNAP-ON INC -2.4%
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