Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
29.5%
% of SAWG's 44 holdings also in JGRW
48.1%
% of JGRW's 27 holdings also in SAWG
Overlap by Weight
Sector Drift (SAWG minus JGRW)
Overlapping Holdings
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| Company | Weight in SAWG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.4% | 7.2% | 7.2% |
|
APPLE INC | 6.8% | 7.2% | 6.8% |
|
ALPHABET INC. CLASS A | 6.3% | 5.6% | 5.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.4% | 4.4% | 2.4% |
|
NIKE INC -CL B | 2.3% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
SAWG Overweight Relative to JGRW
|
AMAZON.COM INC | 6.2% |
|
NVIDIA CORP | 5.1% |
|
BROADCOM INC. | 3.5% |
|
COMCAST CORP-CL A | 2.5% |
|
ORACLE CORP | 2.4% |
|
AKAMAI TECHNOLOGIES | 2.3% |
|
APPLIED MATERIALS INC | 2.3% |
|
SERVICENOW INC | 2.2% |
|
AMETEK INC | 2.2% |
|
ADOBE SYSTEMS INC | 2.1% |
SAWG Underweight Relative to JGRW
 |
ACCENTURE PLC-CL A | -7.1% |
|
STRYKER CORP | -6.1% |
|
INTUIT INC | -6.1% |
|
MARSH & MCLENNAN COS | -4.6% |
|
AUTOMATIC DATA PROCESSING | -4.3% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.2% |
|
WASTE MANAGEMENT INC | -2.8% |
|
KLA CORPORATION | -2.8% |
|
PROCTER & GAMBLE CO/THE | -2.7% |