Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

4
Number of overlapping holdings
10.8%
% of FDG's 40 holdings also in TMFG
10.5%
% of TMFG's 38 holdings also in FDG
Overlap by Weight
Sector Drift (FDG minus TMFG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in FDG |
Weight in TMFG |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 10.1% | 5.7% | 5.7% | |
ALPHABET INC. CLASS C | 5.7% | 4.3% | 4.3% | |
MASTERCARD INCORPORATED CLASS A | 3.2% | 4.4% | 3.2% | |
SALESFORCE.COM INC | 4.5% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
FDG Overweight Relative to TMFG
NVIDIA CORP | 15.9% | |
TESLA MOTORS INC | 7.4% | |
META PLATFORMS INC | 6.6% | |
MICROSOFT CORP | 5.0% | |
AMAZON.COM INC | 4.5% | |
NETFLIX INC | 4.4% | |
ALNYLAM PHARMACEUTICALS INC | 2.7% | |
CHIPOTLE MEXICAN GRILL-CL A | 2.7% | |
ROCKET LAB USA, INC. | 2.7% | |
INTUITIVE SURGICAL INC | 2.6% |
FDG Underweight Relative to TMFG
NINTENDO CO LTD | -5.0% | |
WASTE CONNECTIONS, INC. | -4.6% | |
WATSCO INC | -4.4% | |
COSTCO WHOLESALE CORP | -3.9% | |
LONDON STOCK EXCHANGE GROUP | -3.2% | |
DEXCOM INC | -3.2% | |
AXON ENTERPRISE INC | -3.2% | |
AON PLC CLASS A | -3.2% | |
EQUINIX INC | -3.1% | |
ICON PLC | -3.0% |