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
7.5%
% of BUYZ's 73 holdings also in TMFG
12.2%
% of TMFG's 41 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 | 8.8% | 4.9% | 4.9% |
|
COSTCO WHOLESALE CORP | 4.5% | 4.1% | 4.1% |
 |
MERCADOLIBRE INC | 4.3% | 2.7% | 2.7% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% | 4.4% | 2.2% |
|
FASTENAL CO | 1.2% | 2.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
BUYZ Overweight Relative to TMFG
|
SHOPIFY, INC. CLASS A | 7.1% |
|
DOORDASH, INC. CLASS A | 6.8% |
|
META PLATFORMS INC | 4.1% |
|
BOOKING HOLDINGS INC. | 3.9% |
|
AMAZON.COM INC | 3.8% |
|
NETFLIX INC | 3.2% |
|
VISA INC. CLASS A | 2.3% |
|
WW GRAINGER INC | 2.0% |
 |
MAKEMYTRIP LTD | 2.0% |
 |
DESCARTES SYSTEMS GRP/THE | 2.0% |
BUYZ Underweight Relative to TMFG
 |
NINTENDO CO LTD | -5.4% |
|
WASTE CONNECTIONS, INC. | -5.0% |
|
WATSCO INC | -4.5% |
|
ALPHABET INC. CLASS C | -3.8% |
 |
LONDON STOCK EXCHANGE GROUP | -3.7% |
|
AXON ENTERPRISE INC | -3.5% |
|
AMERICAN TOWER CORP-CL A | -3.3% |
 |
AON PLC CLASS A | -3.0% |
|
EQUINIX INC | -2.8% |
|
BROOKFIELD ASSET MGMT-A | -2.6% |