Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
19.6%
% of XLG's 51 holdings also in GFGF
37.0%
% of GFGF's 27 holdings also in XLG
Overlap by Weight
Sector Drift (XLG minus GFGF)
Overlapping Holdings
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| Company | Weight in XLG |
Weight in GFGF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 10.5% | 8.0% | 8.0% |
|
NVIDIA CORP | 9.6% | 4.9% | 4.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.7% | 4.9% | 3.7% |
|
ALPHABET INC. CLASS A | 3.4% | 5.5% | 3.4% |
|
APPLE INC | 11.4% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
XLG Overweight Relative to GFGF
|
APPLE INC | 8.2% |
|
NVIDIA CORP | 4.7% |
|
AMAZON.COM INC | 3.4% |
|
BROADCOM INC. | 3.1% |
|
ALPHABET INC. CLASS C | 2.8% |
|
TESLA MOTORS INC | 2.6% |
|
ELI LILLY & CO | 2.5% |
|
MICROSOFT CORP | 2.5% |
|
JPMORGAN CHASE & CO | 2.5% |
|
META PLATFORMS INC | 2.2% |
XLG Underweight Relative to GFGF
|
BROWN & BROWN INC | -5.9% |
|
ARTHUR J GALLAGHER & CO | -4.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.5% |
|
FASTENAL CO | -3.0% |
|
MOODY'S CORP | -3.0% |
|
PAYCHEX INC | -2.8% |
|
MASTERCARD INCORPORATED CLASS A | -2.4% |
|
JACK HENRY & ASSOCIATES, INC. | -2.3% |
|
MONSTER BEVERAGE CORPORATION | -2.3% |
|
VISA INC. CLASS A | -2.3% |