Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
20.2%
% of COWG's 100 holdings also in DTEC
21.7%
% of DTEC's 93 holdings also in COWG
Overlap by Weight
Sector Drift (COWG minus DTEC)
Overlapping Holdings
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| Company | Weight in COWG |
Weight in DTEC |
Overlap | |
|---|---|---|---|---|
 |
PTC INC. | 1.3% | 1.2% | 1.2% |
|
SALESFORCE.COM INC | 1.6% | 1.2% | 1.2% |
|
SERVICENOW INC | 1.5% | 1.2% | 1.2% |
 |
GARMIN LTD | 1.6% | 1.1% | 1.1% |
|
WORKDAY INC-CLASS A | 1.1% | 1.2% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
COWG Overweight Relative to DTEC
|
META PLATFORMS INC | 2.8% |
|
GODADDY, INC. CLASS A | 2.7% |
|
DECKERS OUTDOOR CORP | 2.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.6% |
|
NVIDIA CORP | 2.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.4% |
|
APPLOVIN CORP. CLASS A | 2.0% |
|
QUALCOMM INC | 1.8% |
|
CARLISLE COS INC | 1.8% |
|
ARISTA NETWORKS, INC. | 1.7% |
COWG Underweight Relative to DTEC
|
DEXCOM INC | -1.2% |
|
NETFLIX INC | -1.2% |
 |
SHANGHAI MICROPORT MEDBOT (GROUP) CO | -1.2% |
 |
NEMETSCHEK AG | -1.2% |
|
SAMSARA, INC. CLASS A | -1.2% |
|
ALIGN TECHNOLOGY INC | -1.2% |
|
PAYPAL HOLDINGS, INC. | -1.2% |
|
INTUITIVE SURGICAL INC | -1.2% |
 |
AUTOSTORE HOLDINGS LTD. | -1.2% |
|
RESMED INC | -1.2% |