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
12.5%
% of EBIZ's 41 holdings also in PGJ
10.2%
% of PGJ's 49 holdings also in EBIZ
Overlap by Weight
Sector Drift (EBIZ minus PGJ)
Overlapping Holdings
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| Company | Weight in EBIZ |
Weight in PGJ |
Overlap | |
|---|---|---|---|---|
 |
JD.COM INC-ADR | 4.8% | 8.7% | 4.8% |
|
TRIP.COM GROUP LTD. SPONSORED ADR | 4.5% | 8.7% | 4.5% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED ADR | 4.1% | 7.3% | 4.1% |
|
NETEASE.COM INC-ADR | 3.3% | 3.7% | 3.3% |
|
VIPSHOP HOLDINGS LTD SPONSORED ADR | 3.5% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
EBIZ Overweight Relative to PGJ
 |
CARVANA CO. CLASS A | 6.1% |
 |
SHOPIFY, INC. CLASS A | 6.1% |
|
SEA LTD. (SINGAPORE) SPONSORED ADR C | 5.2% |
|
EXPEDIA GROUP INC | 5.0% |
|
GODADDY, INC. CLASS A | 4.5% |
|
BOOKING HOLDINGS INC. | 4.4% |
|
RB GLOBAL | 4.2% |
|
EBAY INC | 4.1% |
 |
MERCADOLIBRE INC | 3.9% |
|
AMAZON.COM INC | 3.8% |
EBIZ Underweight Relative to PGJ
|
YUM CHINA HOLDINGS, INC. | -9.4% |
|
BAIDU INC - SPON ADR | -6.2% |
|
KE HOLDINGS, INC. SPONSORED ADR CLAS | -4.5% |
|
TRIP.COM GROUP LTD. SPONSORED ADR | -4.2% |
|
JD.COM INC-ADR | -4.0% |
|
TENCENT MUSIC ENTERTAINMENT GROUP AD | -3.7% |
|
ZTO EXPRESS (CAYMAN) INC. SPONSORED | -3.4% |
|
NIO INC. SPONSORED ADR CLASS A | -3.4% |
|
CHINA LODGING GROUP-SPON ADS | -3.3% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | -3.2% |