Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
26.3%
% of JGRO's 98 holdings also in TMFE
25.3%
% of TMFE's 99 holdings also in JGRO
Overlap by Weight
Sector Drift (JGRO minus TMFE)
Overlapping Holdings
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| Company | Weight in JGRO |
Weight in TMFE |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.1% | 4.9% | 4.9% |
|
META PLATFORMS INC | 5.0% | 4.8% | 4.8% |
|
AMAZON.COM INC | 6.6% | 4.5% | 4.5% |
|
MICROSOFT CORP | 10.3% | 4.3% | 4.3% |
|
ALPHABET INC. CLASS C | 4.9% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
JGRO Overweight Relative to TMFE
|
MICROSOFT CORP | 6.0% |
|
NVIDIA CORP | 5.6% |
|
AMAZON.COM INC | 2.1% |
|
REGENERON PHARMACEUTICALS | 2.0% |
|
ORACLE CORP | 1.5% |
|
TESLA MOTORS INC | 1.4% |
 |
TRANE TECHNOLOGIES PLC | 1.3% |
|
INTUIT INC | 1.3% |
|
UBER TECHNOLOGIES, INC. | 1.2% |
|
APPLE INC | 1.2% |
JGRO Underweight Relative to TMFE
|
UNITEDHEALTH GROUP INC | -5.3% |
|
COSTCO WHOLESALE CORP | -4.8% |
|
VISA INC. CLASS A | -4.7% |
|
HOME DEPOT INC | -4.7% |
|
ADOBE SYSTEMS INC | -3.4% |
|
MASTERCARD INCORPORATED CLASS A | -2.6% |
|
UNION PACIFIC CORP | -1.5% |
|
HCA HOLDINGS INC | -1.3% |
|
SERVICENOW INC | -1.3% |
|
SHERWIN-WILLIAMS CO/THE | -1.2% |