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
21%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
LGRO
48
HOLDINGS
21%
ALSO IN RJMG
RJMG
41
HOLDINGS
26%
ALSO IN LGRO
SECTOR DRIFT (LGRO minus RJMG)
OVERLAPPING HOLDINGS
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| Company | Weight in LGRO |
Weight in RJMG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 6.9% | 3.0% | 3.0% |
|
MICRON TECHNOLOGY INC | 2.3% | 3.6% | 2.3% |
|
MICROSOFT CORP | 5.4% | 2.2% | 2.2% |
|
UBER TECHNOLOGIES, INC. | 2.9% | 2.2% | 2.2% |
|
META PLATFORMS INC | 2.8% | 2.1% | 2.1% |
LGRO Overweight Relative to RJMG
|
APPLE INC | 7.4% |
|
AMAZON.COM INC | 6.0% |
|
NVIDIA CORP | 4.0% |
|
ALPHABET INC. CLASS A | 3.8% |
|
UNITEDHEALTH GROUP INC | 3.2% |
|
MICROSOFT CORP | 3.1% |
|
PAYPAL HOLDINGS INC | 2.7% |
|
RH | 2.7% |
|
BOOKING HOLDINGS INC. | 2.5% |
|
APPLIED MATERIALS INC | 2.3% |
LGRO Underweight Relative to RJMG
|
CIENA CORP | -3.5% |
|
NATERA INC | -3.3% |
|
WELLTOWER, INC. | -2.9% |
|
SITIME CORPORATION | -2.9% |
|
LATTICE SEMICONDUCTOR CORP | -2.8% |
|
COMMSCOPE HOLDING CO INC | -2.8% |
|
ULTA BEAUTY INC | -2.8% |
|
ANALOG DEVICES INC | -2.7% |
|
FAIR ISAAC CORP | -2.7% |
|
NEWMONT MINING CORP | -2.7% |