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
21.4%
% of FFOG's 31 holdings also in TMFG
15.8%
% of TMFG's 38 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 | 8.6% | 5.1% | 5.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.1% | 3.7% | 3.7% |
|
COSTCO WHOLESALE CORP | 5.0% | 3.2% | 3.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.2% | 1.9% | 1.9% |
|
AXON ENTERPRISE INC | 1.8% | 8.7% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FFOG Overweight Relative to TMFG
|
NVIDIA CORP | 15.8% |
|
MICROSOFT CORP | 11.0% |
|
META PLATFORMS INC | 7.2% |
|
SERVICENOW INC | 4.7% |
|
ALPHABET INC. CLASS A | 4.5% |
|
AMAZON.COM INC | 3.6% |
|
ELI LILLY & CO | 3.3% |
|
CADENCE DESIGN SYS INC | 3.1% |
|
TESLA MOTORS INC | 2.9% |
|
INTUITIVE SURGICAL INC | 2.9% |
FFOG Underweight Relative to TMFG
|
AXON ENTERPRISE INC | -6.9% |
 |
WASTE CONNECTIONS, INC. | -4.1% |
|
WATSCO INC | -3.9% |
|
ALPHABET INC. CLASS C | -3.6% |
 |
NINTENDO CO LTD | -3.2% |
|
BROOKFIELD ASSET MGMT-A | -3.2% |
|
DEXCOM INC | -3.0% |
|
SALESFORCE.COM INC | -2.9% |
 |
UNIVERSAL MUSIC GROUP N.V. | -2.8% |
|
EQUINIX INC | -2.8% |