Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
20.0%
% of GGRW's 30 holdings also in LRNZ
30.0%
% of LRNZ's 20 holdings also in GGRW
Overlap by Weight
Sector Drift (GGRW minus LRNZ)
Overlapping Holdings
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| Company | Weight in GGRW |
Weight in LRNZ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 10.4% | 11.1% | 10.4% |
|
AMAZON.COM INC | 7.9% | 5.6% | 5.6% |
|
ELI LILLY & CO | 4.6% | 4.1% | 4.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.1% | 9.3% | 2.1% |
|
SERVICENOW INC | 2.1% | 3.6% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to LRNZ
|
ALPHABET INC. CLASS C | 7.6% |
|
NETFLIX INC | 6.3% |
|
META PLATFORMS INC | 5.8% |
|
MASTERCARD INCORPORATED CLASS A | 5.0% |
|
MICROSOFT CORP | 4.7% |
|
SPOTIFY TECHNOLOGY SA | 4.6% |
|
GE VERONA | 4.4% |
 |
EATON CORP PLC | 4.3% |
|
STRYKER CORP | 3.8% |
|
KKR & CO LP | 3.8% |
GGRW Underweight Relative to LRNZ
|
SAMSARA, INC. CLASS A | -8.0% |
|
CLOUDFLARE INC CLASS A | -7.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -7.1% |
|
SNOWFLAKE, INC. CLASS A | -6.1% |
|
ELASTIC NV | -5.8% |
|
DATADOG INC CLASS A | -5.3% |
|
ADVANCED MICRO DEVICES | -4.4% |
|
SPRINT CORP. | -4.2% |
|
MONGODB, INC. CLASS A | -4.1% |
|
ZSCALER, INC. | -3.8% |