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
45%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
VOOG
147
HOLDINGS
12%
ALSO IN SEMG
SEMG
22
HOLDINGS
77%
ALSO IN VOOG
SECTOR DRIFT (VOOG minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in VOOG |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.7% | 10.2% | 10.2% |
|
MICROSOFT CORP | 9.7% | 7.3% | 7.3% |
|
ALPHABET INC. CLASS A | 6.1% | 12.6% | 6.1% |
|
APPLE INC | 6.7% | 4.6% | 4.6% |
|
BROADCOM INC. | 5.1% | 3.8% | 3.8% |
VOOG Overweight Relative to SEMG
|
ALPHABET INC. CLASS C | 4.9% |
|
NVIDIA CORP | 4.5% |
|
AMAZON.COM INC | 3.5% |
|
MICROSOFT CORP | 2.4% |
|
TESLA MOTORS INC | 2.3% |
|
APPLE INC | 2.1% |
|
JPMORGAN CHASE & CO | 1.9% |
|
MICRON TECHNOLOGY INC | 1.4% |
|
BROADCOM INC. | 1.3% |
|
NETFLIX INC | 1.1% |
VOOG Underweight Relative to SEMG
|
ALPHABET INC. CLASS A | -6.5% |
|
MCKESSON CORP | -6.0% |
|
VISA INC. CLASS A | -4.8% |
|
WW GRAINGER INC | -4.5% |
|
STRYKER CORP | -4.1% |
|
BOOKING HOLDINGS INC. | -3.6% |
|
MASTERCARD INCORPORATED CLASS A | -3.2% |
|
INTUIT INC | -3.2% |
|
AUTOMATIC DATA PROCESSING | -2.3% |
 |
AON PLC CLASS A | -2.0% |