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
38%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PJFG
38
HOLDINGS
26%
ALSO IN VNSE
VNSE
27
HOLDINGS
36%
ALSO IN PJFG
SECTOR DRIFT (PJFG minus VNSE)
OVERLAPPING HOLDINGS
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| Company | Weight in PJFG |
Weight in VNSE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 9.2% | 9.2% |
|
ALPHABET INC. CLASS A | 8.9% | 7.1% | 7.1% |
|
APPLE INC | 8.8% | 5.6% | 5.6% |
|
ELI LILLY & CO | 4.7% | 6.8% | 4.7% |
|
AMAZON.COM INC | 8.5% | 4.4% | 4.4% |
PJFG Overweight Relative to VNSE
|
BROADCOM INC. | 5.4% |
|
MICROSOFT CORP | 5.1% |
|
GE AEROSPACE | 4.4% |
|
AMAZON.COM INC | 4.1% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% |
|
NVIDIA CORP | 3.3% |
|
TESLA MOTORS INC | 3.2% |
|
APPLE INC | 3.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
PJFG Underweight Relative to VNSE
 |
TAIWAN SEMICONDUCTOR-SP ADR | -5.1% |
|
CUMMINS INC | -4.8% |
 |
EATON CORP PLC | -4.3% |
|
MONOLITHIC POWER SYSTEMS INC | -4.0% |
|
NUCOR CORP | -3.8% |
|
UNITED RENTALS INC | -3.5% |
|
JPMORGAN CHASE & CO | -3.3% |
|
ROSS STORES INC | -3.2% |
|
SCHWAB (CHARLES) CORP | -3.2% |
|
VISA INC. CLASS A | -3.0% |