Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
AFGR
91
HOLDINGS
21%
ALSO IN THNQ
THNQ
57
HOLDINGS
37%
ALSO IN AFGR
SECTOR DRIFT (AFGR minus THNQ)
OVERLAPPING HOLDINGS
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| Company | Weight in AFGR |
Weight in THNQ |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 2.3% | 4.3% | 2.3% |
|
ALPHABET INC. CLASS A | 10.8% | 2.0% | 2.0% |
|
PALO ALTO NETWORKS INC | 1.9% | 2.6% | 1.9% |
|
AMAZON.COM INC | 3.9% | 1.8% | 1.8% |
|
NVIDIA CORP | 10.8% | 1.8% | 1.8% |
AFGR Overweight Relative to THNQ
|
NVIDIA CORP | 9.1% |
|
ALPHABET INC. CLASS A | 8.8% |
|
APPLE INC | 4.5% |
|
MICROSOFT CORP | 3.2% |
|
BROADCOM INC. | 3.1% |
|
MICRON TECHNOLOGY INC | 2.3% |
|
AMAZON.COM INC | 2.1% |
|
VISA INC. CLASS A | 2.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.0% |
|
META PLATFORMS INC | 1.7% |
AFGR Underweight Relative to THNQ
 |
NEBIUS GROUP NV | -5.0% |
|
ASTERA LABS INC | -4.7% |
 |
MEDIATEK INC | -3.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.3% |
 |
INFINEON TECHNOLOGIES AG | -3.1% |
|
GLOBAL UNICHIP CORP | -2.7% |
|
JFROG LTD. | -2.5% |
|
QUALCOMM INC | -2.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.3% |
|
IONQ, INC. | -2.2% |