Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
37%
ALSO IN SAWG
SAWG
42
HOLDINGS
32%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus SAWG)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in SAWG |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.8% | 7.1% | 7.1% |
|
NVIDIA CORP | 12.5% | 7.0% | 7.0% |
|
ALPHABET INC. CLASS A | 8.9% | 5.9% | 5.9% |
|
MICROSOFT CORP | 5.1% | 4.5% | 4.5% |
|
BROADCOM INC. | 5.4% | 4.2% | 4.2% |
PJFG Overweight Relative to SAWG
|
AMAZON.COM INC | 7.1% |
|
NVIDIA CORP | 5.4% |
|
GE AEROSPACE | 4.4% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
TESLA MOTORS INC | 3.2% |
|
ALPHABET INC. CLASS A | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8% |
|
NETFLIX INC | 1.9% |
|
BOEING CO | 1.9% |
PJFG Underweight Relative to SAWG
|
EXELIXIS INC | -3.7% |
|
INCYTE CORP | -3.2% |
|
VISA INC. CLASS A | -3.0% |
|
UNITED THERAPEUTICS CORP | -2.7% |
|
APPLIED MATERIALS INC | -2.6% |
|
KEURIG DR PEPPER INC. | -2.4% |
|
MICRON TECHNOLOGY INC | -2.3% |
|
CBOE HOLDINGS INC | -2.3% |
|
CME GROUP INC | -2.2% |
|
VERISIGN INC | -2.2% |