Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
SEMG
23
HOLDINGS
17%
ALSO IN AKRE
AKRE
16
HOLDINGS
25%
ALSO IN SEMG
SECTOR DRIFT (SEMG minus AKRE)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SEMG |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 5.5% | 6.6% | 5.5% |
|
MASTERCARD INCORPORATED CLASS A | 3.6% | 12.6% | 3.6% |
|
AIRBNB, INC. CLASS A | 2.2% | 2.6% | 2.2% |
|
SERVICENOW INC | 2.2% | 2.2% | 2.2% |
SEMG Overweight Relative to AKRE
|
ALPHABET INC. CLASS A | 14.0% |
|
NVIDIA CORP | 10.9% |
|
MICROSOFT CORP | 7.4% |
|
APPLE INC | 4.9% |
|
MCKESSON CORP | 4.8% |
|
WW GRAINGER INC | 4.8% |
|
ELI LILLY & CO | 4.6% |
|
BROADCOM INC. | 4.3% |
|
STRYKER CORP | 3.5% |
|
META PLATFORMS INC | 3.3% |
SEMG Underweight Relative to AKRE
 |
CONSTELLATION SOFTWARE INC | -13.0% |
|
MASTERCARD INCORPORATED CLASS A | -8.9% |
|
BROOKFIELD CORP | -7.9% |
|
KKR & CO LP | -6.9% |
|
MOODY'S CORP | -6.8% |
|
ROPER TECHNOLOGIES, INC. | -6.4% |
|
FAIR ISAAC CORP | -6.0% |
|
COSTAR GROUP INC | -4.5% |
|
COPART INC | -3.9% |
 |
LVMH MOET HENNESSY LOUIS VUI | -2.3% |