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
17%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
19%
ALSO IN QQQJ
QQQJ
105
HOLDINGS
20%
ALSO IN COWG
SECTOR DRIFT (COWG minus QQQJ)
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 QQQJ |
Overlap | |
|---|---|---|---|---|
 |
ASTERA LABS INC | 3.0% | 3.3% | 3.0% |
|
NETAPP INC | 1.8% | 1.5% | 1.5% |
|
F5 NETWORKS INC | 2.0% | 1.0% | 1.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.0% | 1.1% | 1.0% |
|
UNITED THERAPEUTICS CORP | 1.0% | 1.1% | 1.0% |
COWG Overweight Relative to QQQJ
|
IRIDIUM COMMUNICATIONS INC. | 4.2% |
|
WESTERN DIGITAL CORP | 4.0% |
|
SANDISK CORP | 3.7% |
|
LAM RESEARCH CORP | 2.9% |
|
FORTINET INC | 2.4% |
|
PALO ALTO NETWORKS INC | 2.2% |
|
KLA CORPORATION | 2.2% |
|
DATADOG INC CLASS A | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% |
|
ANALOG DEVICES INC | 1.7% |
COWG Underweight Relative to QQQJ
|
TERADYNE INC | -3.2% |
 |
NEBIUS GROUP NV | -3.0% |
 |
FLEXTRONICS INTL LTD | -2.5% |
|
COREWEAVE INC-CL A | -2.4% |
|
EBAY INC | -2.3% |
|
ON SEMICONDUCTOR CORPORATION | -2.2% |
|
GLOBALFOUNDRIES INC. | -2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -2.2% |
|
UNITED CONTINENTAL HOLDINGS | -1.8% |
|
STEEL DYNAMICS INC | -1.7% |