Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
25%
ALSO IN QFRD
QFRD
48
HOLDINGS
52%
ALSO IN COWG
SECTOR DRIFT (COWG minus QFRD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in COWG |
Weight in QFRD |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% | 5.3% | 3.9% |
|
PALO ALTO NETWORKS INC | 3.8% | 4.3% | 3.8% |
|
DATADOG INC CLASS A | 3.6% | 6.8% | 3.6% |
|
F5 NETWORKS INC | 1.8% | 2.1% | 1.8% |
|
ARISTA NETWORKS, INC. | 1.5% | 1.7% | 1.5% |
COWG Overweight Relative to QFRD
|
OKTA, INC. CLASS A | 4.1% |
|
FORTINET INC | 3.4% |
|
UNITY SOFTWARE, INC. | 3.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 3.1% |
|
MICRON TECHNOLOGY INC | 3.0% |
|
SANDISK CORP | 2.7% |
|
IRIDIUM COMMUNICATIONS INC. | 2.3% |
|
PAYCOM SOFTWARE INC | 2.2% |
|
NUTANIX, INC. CLASS A | 2.2% |
|
DYNATRACE, INC. | 1.8% |
COWG Underweight Relative to QFRD
|
ADVANCED MICRO DEVICES | -4.4% |
|
DATADOG INC CLASS A | -3.2% |
|
COINBASE GLOBAL, INC. CLASS A | -2.8% |
|
WORKDAY INC-CLASS A | -2.7% |
|
SYNOPSYS INC | -2.6% |
|
NETAPP INC | -2.5% |
|
CADENCE DESIGN SYS INC | -2.5% |
|
INCYTE CORP | -2.4% |
|
META PLATFORMS INC | -2.4% |
|
VERTEX PHARMACEUTICALS INC | -2.4% |