Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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29
Number of overlapping holdings
58.0%
% of FTAG's 57 holdings also in VEGI
23.8%
% of VEGI's 138 holdings also in FTAG
Overlap by Weight
Sector Drift (FTAG minus VEGI)
Overlapping Holdings
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| Company | Weight in FTAG |
Weight in VEGI |
Overlap | |
|---|---|---|---|---|
 |
DEERE & CO | 10.2% | 23.2% | 10.2% |
|
CORTEVA INC | 8.2% | 8.6% | 8.2% |
 |
NUTRIEN LTD. | 4.6% | 5.1% | 4.6% |
|
CF INDUSTRIES HOLDINGS INC | 3.5% | 3.5% | 3.5% |
 |
KUBOTA CORP | 3.3% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
FTAG Overweight Relative to VEGI
 |
MAHINDRA & MAHINDRA LTD. | 8.9% |
 |
BASF SE | 8.7% |
 |
INDUSTRIES QATAR | 4.5% |
|
BAYER AG | 3.2% |
 |
BUNGE GLOBAL SA | 2.9% |
 |
WILMAR INTERNATIONAL LTD | 2.2% |
|
EVONIK INDUSTRIES AG | 2.0% |
 |
PETRONAS CHEMICALS GROUP BHD | 1.8% |
 |
PHOSAGRO OAO - CLS | 1.8% |
|
SITEONE LANDSCAPE SUPPLY, INC. | 1.4% |
FTAG Underweight Relative to VEGI
|
DEERE & CO | -13.0% |
|
ARCHER-DANIELS-MIDLAND CO | -5.9% |
|
LAMB WESTON HOLDINGS, INC. | -2.4% |
|
INGREDION INC | -2.1% |
|
TATA TEA LTD | -1.9% |
 |
MARINE HARVEST | -1.8% |
 |
SAUDI ARABIAN FERTILIZER CO. | -1.6% |
|
DARLING INTERNATIONAL INC | -1.5% |
 |
WH GROUP LTD | -1.5% |
|
YARA INTERNATIONAL ASA | -1.1% |