Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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56
Number of overlapping holdings
31.3%
% of VUG's 186 holdings also in JGRO
58.9%
% of JGRO's 98 holdings also in VUG
Overlap by Weight
Sector Drift (VUG minus JGRO)
Overlapping Holdings
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| Company | Weight in VUG |
Weight in JGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 10.8% | 10.3% | 10.3% |
|
NVIDIA CORP | 10.1% | 9.8% | 9.8% |
|
AMAZON.COM INC | 6.7% | 6.6% | 6.6% |
|
APPLE INC | 11.7% | 6.1% | 6.1% |
|
META PLATFORMS INC | 4.7% | 5.0% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
VUG Overweight Relative to JGRO
|
APPLE INC | 5.6% |
|
ALPHABET INC. CLASS A | 3.4% |
|
TESLA MOTORS INC | 2.7% |
|
VISA INC. CLASS A | 1.8% |
|
COSTCO WHOLESALE CORP | 1.5% |
|
SALESFORCE.COM INC | 1.1% |
 |
LINDE PLC | 0.7% |
|
ADOBE SYSTEMS INC | 0.7% |
|
TEXAS INSTRUMENTS INC | 0.6% |
|
S&P GLOBAL, INC. | 0.6% |
VUG Underweight Relative to JGRO
|
ALPHABET INC. CLASS C | -2.1% |
|
REGENERON PHARMACEUTICALS | -2.0% |
|
ELI LILLY & CO | -1.6% |
|
ORACLE CORP | -1.5% |
|
BROADCOM INC. | -1.4% |
 |
TRANE TECHNOLOGIES PLC | -1.3% |
|
INTUITIVE SURGICAL INC | -1.0% |
|
MCKESSON CORP | -0.9% |
|
KKR & CO LP | -0.9% |
|
MASTERCARD INCORPORATED CLASS A | -0.8% |