Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
6
Number of overlapping holdings
20.0%
% of FFOG's 33 holdings also in TMFG
14.6%
% of TMFG's 41 holdings also in FFOG
Overlap by Weight
Sector Drift (FFOG minus TMFG)
Overlapping Holdings
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| Company | Weight in FFOG |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 9.6% | 4.9% | 4.9% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 4.4% | 4.4% |
|
COSTCO WHOLESALE CORP | 4.4% | 4.1% | 4.1% |
|
AXON ENTERPRISE INC | 2.2% | 3.5% | 2.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.5% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FFOG Overweight Relative to TMFG
|
NVIDIA CORP | 10.5% |
|
MICROSOFT CORP | 10.4% |
|
META PLATFORMS INC | 9.0% |
|
ALPHABET INC. CLASS A | 5.0% |
|
AMAZON.COM INC | 4.7% |
|
BROADCOM INC. | 4.3% |
|
TESLA MOTORS INC | 3.9% |
|
SERVICENOW INC | 3.8% |
|
ELI LILLY & CO | 3.1% |
|
CADENCE DESIGN SYS INC | 3.1% |
FFOG 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% |
|
AMERICAN TOWER CORP-CL A | -3.3% |
 |
AON PLC CLASS A | -3.0% |
|
EQUINIX INC | -2.8% |
|
BROOKFIELD ASSET MGMT-A | -2.6% |
|
FASTENAL CO | -2.6% |