Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
4
Number of overlapping holdings
12.5%
% of GGRW's 32 holdings also in DUSA
15.4%
% of DUSA's 26 holdings also in GGRW
Overlap by Weight
Sector Drift (GGRW minus DUSA)
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 GGRW |
Weight in DUSA |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 7.8% | 6.7% | 6.7% | |
META PLATFORMS INC | 4.6% | 10.3% | 4.6% | |
ALPHABET INC. CLASS C | 8.4% | 4.6% | 4.6% | |
APPLIED MATERIALS INC | 4.1% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to DUSA
ELI LILLY & CO | 4.8% | |
MICROSOFT CORP | 4.7% | |
NETFLIX INC | 4.4% | |
MASTERCARD INCORPORATED CLASS A | 4.2% | |
ASML HOLDING NV-NY REG SHS | 4.1% | |
EATON CORP PLC | 3.9% | |
ALPHABET INC. CLASS C | 3.9% | |
STRYKER CORP | 3.5% | |
CARRIER GLOBAL CORP. | 3.1% | |
INTUITIVE SURGICAL INC | 3.1% |
GGRW Underweight Relative to DUSA
BERKSHIRE HATHAWAY INC-CL B | -9.8% | |
CAPITAL ONE FINANCIAL CORP | -9.7% | |
META PLATFORMS INC | -5.7% | |
HUMANA INC | -5.6% | |
MARKEL CORP | -4.8% | |
VIATRIS, INC. | -4.7% | |
WELLS FARGO & CO | -4.3% | |
US BANCORP | -4.3% | |
MGM MIRAGE | -4.1% | |
CIGNA CORPORATION | -3.9% |