Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
34
Number of overlapping holdings
68.0%
% of FTGS's 51 holdings also in JOET
27.4%
% of JOET's 125 holdings also in FTGS
Overlap by Weight
Sector Drift (FTGS minus JOET)
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 FTGS |
Weight in JOET |
Overlap | |
---|---|---|---|---|
NVIDIA CORP | 2.0% | 1.1% | 1.1% | |
MONOLITHIC POWER SYSTEMS INC | 2.3% | 1.0% | 1.0% | |
BROADCOM INC. | 2.0% | 1.0% | 1.0% | |
KLA CORPORATION | 2.1% | 1.0% | 1.0% | |
VERTEX PHARMACEUTICALS INC | 2.0% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
FTGS Overweight Relative to JOET
ENPHASE ENERGY INC | 2.2% | |
MOTOROLA SOLUTIONS | 2.2% | |
RENAISSANCERE HOLDINGS LTD | 2.2% | |
UNITED THERAPEUTICS CORP | 2.2% | |
CUMMINS INC | 2.1% | |
ON SEMICONDUCTOR CORPORATION | 2.1% | |
CORESITE REALTY CORP | 2.1% | |
PAYCHEX INC | 2.1% | |
LPL FINANCIAL HOLDINGS INC | 2.1% | |
BLACKSTONE GROUP LP/THE | 2.0% |
FTGS Underweight Relative to JOET
TYLER TECHNOLOGIES INC | -1.1% | |
NVR INC | -1.0% | |
ARISTA NETWORKS, INC. | -1.0% | |
PALANTIR TECHNOLOGIES INC. CLASS A | -1.0% | |
MERCADOLIBRE INC | -1.0% | |
GARMIN LTD | -1.0% | |
NORTONLIFELOCK INC | -1.0% | |
KKR & CO LP | -0.9% | |
REGENERON PHARMACEUTICALS | -0.9% | |
UNITED RENTALS INC | -0.9% |