Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
10.6%
% of BUYZ's 50 holdings also in TMFG
13.2%
% of TMFG's 38 holdings also in BUYZ
Overlap by Weight
Sector Drift (BUYZ minus TMFG)
Overlapping Holdings
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| Company | Weight in BUYZ |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 9.8% | 5.5% | 5.5% |
|
COSTCO WHOLESALE CORP | 6.1% | 3.4% | 3.4% |
|
MASTERCARD INCORPORATED CLASS A | 3.4% | 3.8% | 3.4% |
|
FASTENAL CO | 4.5% | 2.1% | 2.1% |
 |
MERCADOLIBRE INC | 4.6% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
BUYZ Overweight Relative to TMFG
|
UBER TECHNOLOGIES, INC. | 6.7% |
|
SHOPIFY, INC. CLASS A | 5.3% |
|
WW GRAINGER INC | 5.3% |
|
DOORDASH, INC. CLASS A | 4.7% |
|
AMAZON.COM INC | 4.3% |
|
BOOKING HOLDINGS INC. | 4.1% |
|
COPART INC | 3.6% |
|
MANHATTAN ASSOCIATES INC | 3.2% |
|
VISA INC. CLASS A | 3.1% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 2.7% |
BUYZ Underweight Relative to TMFG
 |
WASTE CONNECTIONS, INC. | -4.1% |
|
ALPHABET INC. CLASS C | -4.0% |
|
WATSCO INC | -3.7% |
 |
NINTENDO CO LTD | -3.6% |
|
AXON ENTERPRISE INC | -3.4% |
|
BROOKFIELD ASSET MGMT-A | -3.3% |
|
SALESFORCE.COM INC | -3.2% |
|
DEXCOM INC | -3.1% |
|
EQUINIX INC | -3.0% |
 |
ICON PLC | -2.9% |