Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
10%
OVERLAP
BY WEIGHT
1
# OF OVERLAPPING
HOLDINGS
BUG
30
HOLDINGS
3%
ALSO IN ADDS
ADDS
40
HOLDINGS
3%
ALSO IN BUG
SECTOR DRIFT (BUG minus ADDS)
OVERLAPPING HOLDINGS
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| Company | Weight in BUG |
Weight in ADDS |
Overlap | |
|---|---|---|---|---|
 |
OKTA, INC. CLASS A | 10.2% | 12.2% | 10.2% |
BUG Overweight Relative to ADDS
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 8.0% |
|
PALO ALTO NETWORKS INC | 7.5% |
|
FORTINET INC | 7.5% |
|
ZSCALER, INC. | 5.8% |
|
RUBRIK INC-A | 5.7% |
|
QUALYS INC | 5.6% |
|
NETSKOPE INC-CL A | 5.1% |
|
TENABLE HOLDINGS, INC. | 4.8% |
|
VARONIS SYSTEMS INC | 4.6% |
|
SPRINT CORP. | 4.5% |
BUG Underweight Relative to ADDS
|
NVENT ELECTRIC PLC | -8.7% |
|
ALLEGHENY TECHNOLOGIES INC | -8.7% |
|
MEDLINE INC-CL A | -8.6% |
|
CHENIERE ENERGY INC | -5.1% |
|
UPSTART HOLDINGS, INC. | -5.0% |
 |
ROIVANT SCIENCES LTD. | -5.0% |
 |
TECHNIPFMC PLC | -4.9% |
|
ASTERA LABS INC | -4.8% |
|
ZILLOW GROUP, INC. CLASS C | -4.3% |
|
BILLIONTOONE INC CL A | -3.7% |