Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
16.7%
% of GGRW's 30 holdings also in NETZ
20.8%
% of NETZ's 26 holdings also in GGRW
Overlap by Weight
Sector Drift (GGRW minus NETZ)
Overlapping Holdings
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| Company | Weight in GGRW |
Weight in NETZ |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 4.8% | 8.5% | 4.8% |
|
GE AEROSPACE | 4.6% | 9.2% | 4.6% |
|
MICROSOFT CORP | 4.5% | 3.6% | 3.6% |
 |
TRANE TECHNOLOGIES PLC | 1.4% | 4.5% | 1.4% |
|
APPLIED MATERIALS INC | 1.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
GGRW Overweight Relative to NETZ
|
NVIDIA CORP | 10.5% |
|
AMAZON.COM INC | 8.0% |
|
NETFLIX INC | 7.4% |
|
ALPHABET INC. CLASS C | 7.3% |
|
META PLATFORMS INC | 7.2% |
|
SPOTIFY TECHNOLOGY SA | 6.4% |
|
MASTERCARD INCORPORATED CLASS A | 5.3% |
|
ELI LILLY & CO | 4.9% |
|
INTUITIVE SURGICAL INC | 4.1% |
|
STRYKER CORP | 4.0% |
GGRW Underweight Relative to NETZ
|
REPUBLIC SERVICES INC | -8.9% |
 |
SAFRAN SA | -7.8% |
|
VERTIV HOLDINGS CO. CLASS A | -6.9% |
|
VISTRA ENERGY CORP. | -5.2% |
 |
EADS NV | -4.9% |
|
UNION PACIFIC CORP | -4.7% |
|
MARVELL TECHNOLOGY, INC. | -4.6% |
|
GE AEROSPACE | -4.5% |
|
BROADCOM INC. | -4.0% |
|
CHEVRON CORP | -3.8% |