Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |