Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
53%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SNPG
130
HOLDINGS
17%
ALSO IN SEMG
SEMG
21
HOLDINGS
71%
ALSO IN SNPG
SECTOR DRIFT (SNPG minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in SNPG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 10.8% | 9.5% | 9.5% |
|
MICROSOFT CORP | 10.6% | 8.3% | 8.3% |
|
ALPHABET INC. CLASS A | 6.2% | 14.4% | 6.2% |
|
VISA INC. CLASS A | 5.3% | 5.5% | 5.3% |
|
APPLE INC | 10.2% | 4.4% | 4.4% |
SNPG Overweight Relative to SEMG
|
META PLATFORMS INC | 7.8% |
|
APPLE INC | 5.8% |
|
ALPHABET INC. CLASS C | 5.1% |
|
TESLA MOTORS INC | 4.0% |
|
COSTCO WHOLESALE CORP | 3.8% |
|
MICROSOFT CORP | 2.2% |
|
CATERPILLAR INC | 1.8% |
|
HOME DEPOT INC | 1.6% |
|
AMERICAN EXPRESS CO | 1.6% |
|
ABBVIE INC | 1.4% |
SNPG Underweight Relative to SEMG
|
ALPHABET INC. CLASS A | -8.2% |
|
BOOKING HOLDINGS INC. | -6.4% |
|
INTUIT INC | -4.9% |
|
MCKESSON CORP | -4.9% |
|
STRYKER CORP | -3.5% |
|
WW GRAINGER INC | -3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
BROADCOM INC. | -2.1% |
|
ADOBE SYSTEMS INC | -2.1% |
|
AUTOMATIC DATA PROCESSING | -1.9% |