Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
14
Number of overlapping holdings
30.4%
% of SAWG's 46 holdings also in JGRW
50.0%
% of JGRW's 28 holdings also in SAWG
Overlap by Weight
Sector Drift (SAWG minus JGRW)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SAWG |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.7% | 7.9% | 7.9% |
|
APPLE INC | 6.7% | 6.8% | 6.7% |
|
ALPHABET INC. CLASS A | 7.5% | 5.1% | 5.1% |
|
MASTERCARD INCORPORATED CLASS A | 2.5% | 4.3% | 2.5% |
|
MARSH & MCLENNAN COS | 2.0% | 7.4% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SAWG Overweight Relative to JGRW
|
AMAZON.COM INC | 6.2% |
|
NVIDIA CORP | 4.4% |
|
BROADCOM INC. | 4.3% |
|
ADOBE SYSTEMS INC | 2.5% |
|
AMETEK INC | 2.5% |
|
AUTOZONE INC | 2.5% |
|
ALPHABET INC. CLASS A | 2.3% |
|
DANAHER CORP | 2.2% |
|
APPLIED MATERIALS INC | 2.1% |
|
SERVICENOW INC | 1.9% |
SAWG Underweight Relative to JGRW
|
STRYKER CORP | -6.3% |
 |
ACCENTURE PLC-CL A | -6.2% |
|
INTUIT INC | -5.9% |
|
MARSH & MCLENNAN COS | -5.3% |
|
AUTOMATIC DATA PROCESSING | -4.4% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.9% |
|
KLA CORPORATION | -3.7% |
|
WASTE MANAGEMENT INC | -3.6% |
|
PROCTER & GAMBLE CO/THE | -2.9% |
|
EQUIFAX INC | -2.5% |