Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BGASX vs VWUSX
Shared holdings
21
BGASX covered by VWUSX
28.53%
VWUSX covered by BGASX
28.53%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BGASX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 5.56% | |
| TSMC | 5.49% | |
| ALPHABET INC CL C | 3.38% | |
| AMAZON.COM INC | 2.97% | |
| MICROSOFT CORP | 2.95% | |
| META PLATFORMS INC CL A | 2.77% | |
| TENCENT HOLDINGS LTD | 2.67% | |
| SAMSUNG ELECTRONICS CO LTD | 2.41% | |
| ROYALTY PHARMA PLC | 2.22% | |
| MARTIN MAR MTLS | 2.19% | |
| SERVICE CORP INTERNATIONAL INC | 2.16% | |
| MASTERCARD INC CL A | 2.08% | |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 1.71% | |
| RYANAIR HOLDINGS PLC SPON ADR | 1.69% | |
| ENSIGN GROUP INC | 1.61% | |
| PETROLEO BRASILEIRO SPONS ADR | 1.60% | |
| B3 SA | 1.50% | |
| EOG RESOURCES INC | 1.45% | |
| CRH PLC | 1.39% | |
| MSCI INC | 1.37% | |
| NETFLIX INC | 1.32% | |
| DOORDASH INC-A | 1.29% | |
| APPLOVIN CORP | 1.21% | |
| SHOPIFY INC CL A | 1.18% | |
| KEYENCE CORP | 1.16% | |
| ADYEN NV | 1.14% | |
| DOLLAR GENERAL CORP | 1.12% | |
| ELEVANCE HEALTH INC | 1.10% | |
| MOODYS CORP | 1.07% | |
| THERMO FISHER SCIENTIFIC INC | 1.05% | |
| CBRE GROUP INC - CL A | 1.04% | |
| CHUGAI PHARMA CO | 1.01% | |
| PHILIP MORRIS INTL INC | 1.00% | |
| SAMSARA INC-CL A | 1.00% | |
| GAMES WORKSHOP GROUP CO PLC | 0.99% | |
| MARKEL GROUP INC | 0.99% | |
| TEXAS INSTRUMENTS INC | 0.99% | |
| COMFORT SYSTEMS USA INC | 0.97% | |
| CIE FINANCI-REG | 0.96% | |
| CREDICORP LTD | 0.93% | |
| UNITED OVERSEAS | 0.92% | |
| EQT CORPORATION | 0.91% | |
| MERCADOLIBRE INC | 0.90% | |
| DISCO CORP | 0.89% | |
| Midea Group Company, Ltd. | 0.88% | |
| ON SEMICONDUCTOR CORP | 0.87% | |
| AUTOZONE INC | 0.87% | |
| UBER TECHNOLOGIES INC | 0.86% | |
| ADVANCED DRAINAGE SYSTEMS INC | 0.84% | |
| SKANDINAVISK ENSKILDA BANKEN AB | 0.83% |
VWUSX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 11.39% | |
| APPLE INC | 6.77% | |
| MICROSOFT CORP | 6.74% | |
| AMAZON.COM INC | 6.58% | |
| ALPHABET INC CL C | 5.03% | |
| META PLATFORMS INC CL A | 4.56% | |
| BROADCOM INC | 4.18% | |
| LILLY ELI and CO | 3.55% | |
| TESLA INC | 2.82% | |
| NETFLIX INC | 2.59% | |
| MASTERCARD INC CL A | 2.03% | |
| GENERAL ELECTRIC CO | 1.98% | |
| SHOPIFY INC CL A | 1.81% | |
| ALPHABET INC CL A | 1.74% | |
| DOORDASH INC-A | 1.52% | |
| TAIWAN SEMIC-ADR | 1.27% | |
| Spotify Technology SA | 1.22% | |
| CLOUDFLARE INC-A | 1.22% | |
| INTUITIVE SURGICAL INC | 1.12% | |
| Vanguard Market Liquidity Fund | 1.03% | |
| CADENCE DESIGN SYSTEMS INC | 1.02% | |
| STRYKER CORP | 0.98% | |
| WELLTOWER INC | 0.84% | |
| FASTENAL CO | 0.84% | |
| APPLOVIN CORP | 0.83% | |
| VISA INC-CLASS A | 0.82% | |
| ASML HOLDING-NY | 0.77% | |
| AXON ENTERPRISE INC | 0.70% | |
| WASTE CONNECTIONS INC | 0.67% | |
| ANALOG DEVICES INC | 0.62% | |
| WALMART INC | 0.62% | |
| SNOWFLAKE INC CL A | 0.62% | |
| BOEING CO/THE | 0.59% | |
| ARISTA NETWORKS INC | 0.58% | |
| COSTCO WHOLESALE CORP | 0.56% | |
| GUARDANT HEALTH INC | 0.56% | |
| UBER TECHNOLOGIES INC | 0.54% | |
| CONSTELLATION ENERGY CORP | 0.53% | |
| ENSIGN GROUP INC | 0.53% | |
| HILTON WORLDWIDE HOLDINGS INC | 0.52% | |
| DATADOG INC CL A | 0.48% | |
| ADV MICRO DEVICE | 0.47% | |
| IDEXX LABS INC | 0.47% | |
| MSCI INC | 0.44% | |
| CROWDSTRIKE HOLDINGS INC | 0.44% | |
| INTUIT INC | 0.43% | |
| WALT DISNEY CO/T | 0.43% | |
| AMPHENOL CORPORATION CL A | 0.42% | |
| COSTAR GROUP INC | 0.42% | |
| ALNYLAM PHARMACEUTICALS INC | 0.42% |
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