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 QQJG
22.2%
% of QQJG's 90 holdings also in COWG
Overlap by Weight
Sector Drift (COWG minus QQJG)
Overlapping Holdings
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| Company | Weight in COWG |
Weight in QQJG |
Overlap | |
|---|---|---|---|---|
 |
APPLOVIN CORP. CLASS A | 2.5% | 1.8% | 1.8% |
|
MONOLITHIC POWER SYSTEMS INC | 1.7% | 2.7% | 1.7% |
|
PTC INC. | 1.2% | 1.7% | 1.2% |
|
MANHATTAN ASSOCIATES INC | 1.1% | 1.1% | 1.1% |
|
F5 NETWORKS INC | 0.9% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
COWG Overweight Relative to QQJG
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
GODADDY, INC. CLASS A | 2.9% |
|
NVIDIA CORP | 2.8% |
|
DECKERS OUTDOOR CORP | 2.7% |
|
META PLATFORMS INC | 2.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.3% |
|
ARISTA NETWORKS, INC. | 2.1% |
|
QUALCOMM INC | 2.0% |
|
CARLISLE COS INC | 1.9% |
|
FAIR ISAAC CORP | 1.9% |
COWG Underweight Relative to QQJG
|
SUPER MICRO COMPUTER, INC. | -3.4% |
 |
ICON PLC | -2.9% |
|
TRACTOR SUPPLY COMPANY | -2.6% |
|
WESTERN DIGITAL CORP | -2.5% |
|
EBAY INC | -2.2% |
|
NETAPP INC | -2.0% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.0% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -1.8% |
|
ULTA BEAUTY INC | -1.7% |
|
FIRST SOLAR INC | -1.7% |