Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
61%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
VUG
155
HOLDINGS
16%
ALSO IN PJFG
PJFG
35
HOLDINGS
70%
ALSO IN VUG
SECTOR DRIFT (VUG minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in VUG |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.2% | 12.0% | 12.0% |
|
APPLE INC | 12.7% | 8.6% | 8.6% |
|
MICROSOFT CORP | 9.2% | 8.3% | 8.3% |
|
ALPHABET INC. CLASS A | 5.8% | 6.0% | 5.8% |
|
META PLATFORMS INC | 4.4% | 5.6% | 4.4% |
VUG Overweight Relative to PJFG
|
ALPHABET INC. CLASS C | 4.6% |
|
APPLE INC | 4.1% |
|
VISA INC. CLASS A | 1.7% |
|
NVIDIA CORP | 1.2% |
|
ADVANCED MICRO DEVICES | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.9% |
|
LAM RESEARCH CORP | 0.9% |
|
MICROSOFT CORP | 0.9% |
|
NETFLIX INC | 0.8% |
|
MCDONALD'S CORP | 0.7% |
VUG Underweight Relative to PJFG
|
AMAZON.COM INC | -3.6% |
|
MASTERCARD INCORPORATED CLASS A | -2.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.2% |
|
GE AEROSPACE | -2.1% |
|
WALT DISNEY CO/THE | -2.0% |
|
CADENCE DESIGN SYS INC | -1.9% |
|
SHOPIFY, INC. CLASS A | -1.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.7% |
|
BOEING CO | -1.5% |
|
APPLOVIN CORP. CLASS A | -1.5% |