Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
48.5%
% of BGRO's 33 holdings also in GGRW
50.0%
% of GGRW's 32 holdings also in BGRO
Overlap by Weight
Sector Drift (BGRO minus GGRW)
Overlapping Holdings
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| Company | Weight in BGRO |
Weight in GGRW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 10.7% | 7.2% | 7.2% |
|
AMAZON.COM INC | 10.2% | 5.9% | 5.9% |
|
META PLATFORMS INC | 6.5% | 5.2% | 5.2% |
|
MICROSOFT CORP | 9.6% | 4.3% | 4.3% |
|
ELI LILLY & CO | 4.5% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
BGRO Overweight Relative to GGRW
|
MICROSOFT CORP | 5.3% |
|
VISA INC. CLASS A | 4.9% |
|
AMAZON.COM INC | 4.3% |
|
APPLE INC | 4.0% |
|
NVIDIA CORP | 3.5% |
|
ALPHABET INC. CLASS A | 3.3% |
|
CADENCE DESIGN SYS INC | 2.5% |
|
TESLA MOTORS INC | 2.1% |
 |
FERRARI NV | 1.8% |
|
TRANSDIGM GROUP INC | 1.7% |
BGRO Underweight Relative to GGRW
|
ALPHABET INC. CLASS C | -5.8% |
|
MASTERCARD INCORPORATED CLASS A | -4.3% |
|
GE AEROSPACE | -3.6% |
|
STRYKER CORP | -3.4% |
|
GE VERONA | -3.2% |
 |
EATON CORP PLC | -3.1% |
|
ARTHUR J GALLAGHER & CO | -2.8% |
|
SPOTIFY TECHNOLOGY SA | -2.6% |
|
MOODY'S CORP | -2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.7% |