Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SPGP
75
HOLDINGS
28%
ALSO IN FTGS
FTGS
51
HOLDINGS
42%
ALSO IN SPGP
SECTOR DRIFT (SPGP minus FTGS)
OVERLAPPING HOLDINGS
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| Company | Weight in SPGP |
Weight in FTGS |
Overlap | |
|---|---|---|---|---|
 |
MONOLITHIC POWER SYSTEMS INC | 2.3% | 2.4% | 2.3% |
|
ARISTA NETWORKS, INC. | 3.0% | 2.2% | 2.2% |
|
NVIDIA CORP | 3.2% | 2.0% | 2.0% |
|
UBER TECHNOLOGIES, INC. | 2.5% | 1.8% | 1.8% |
|
AIRBNB, INC. CLASS A | 1.7% | 1.9% | 1.7% |
SPGP Overweight Relative to FTGS
|
SUPER MICRO COMPUTER, INC. | 2.9% |
|
DELTA AIR LINES INC | 2.4% |
|
EXPEDIA GROUP INC | 2.4% |
|
UNITED CONTINENTAL HOLDINGS | 2.4% |
|
ROYAL CARIBBEAN CRUISES LTD | 2.3% |
|
HOST HOTELS & RESORTS INC | 2.2% |
|
UNITED RENTALS INC | 1.8% |
|
FIRST SOLAR INC | 1.6% |
|
SYSCO CORP | 1.6% |
|
GENERAL MOTORS CO | 1.5% |
SPGP Underweight Relative to FTGS
|
WAL-MART STORES INC | -2.2% |
|
MICRON TECHNOLOGY INC | -2.2% |
|
NEUROCRINE BIOSCIENCES INC | -2.2% |
|
NORTHROP GRUMMAN CORP | -2.2% |
|
UNITED THERAPEUTICS CORP | -2.1% |
|
COSTCO WHOLESALE CORP | -2.1% |
|
F5 NETWORKS INC | -2.1% |
|
INCYTE CORP | -2.1% |
|
INTERACTIVE BROKERS GRO-CL A | -2.1% |
|
MARSH & MCLENNAN COS | -2.1% |