Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
25.9%
% of SNPG's 136 holdings also in NULG
46.1%
% of NULG's 77 holdings also in SNPG
Overlap by Weight
Sector Drift (SNPG minus NULG)
Overlapping Holdings
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| Company | Weight in SNPG |
Weight in NULG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.7% | 5.8% | 4.7% |
|
TESLA MOTORS INC | 4.3% | 4.1% | 4.1% |
|
ELI LILLY & CO | 4.6% | 4.1% | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% | 5.3% | 4.0% |
|
VISA INC. CLASS A | 1.9% | 3.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SNPG Overweight Relative to NULG
|
APPLE INC | 10.7% |
|
NVIDIA CORP | 10.6% |
|
MICROSOFT CORP | 8.7% |
|
META PLATFORMS INC | 7.3% |
|
SALESFORCE.COM INC | 1.8% |
|
ADVANCED MICRO DEVICES | 1.6% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.1% |
|
HOME DEPOT INC | 0.9% |
|
UBER TECHNOLOGIES, INC. | 0.9% |
SNPG Underweight Relative to NULG
|
APPLIED MATERIALS INC | -2.0% |
|
COSTCO WHOLESALE CORP | -1.9% |
|
BOOKING HOLDINGS INC. | -1.8% |
|
DANAHER CORP | -1.7% |
|
MOODY'S CORP | -1.6% |
|
CINTAS CORP | -1.6% |
|
ZOETIS INC | -1.5% |
|
O'REILLY AUTOMOTIVE INC | -1.5% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -1.5% |
|
COPART INC | -1.5% |