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
19%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
36%
ALSO IN DTEC
DTEC
94
HOLDINGS
19%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus DTEC)
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 DRUP |
Weight in DTEC |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 1.9% | 1.5% | 1.5% |
|
FORTINET INC | 1.5% | 1.6% | 1.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 1.4% | 1.4% |
|
DATADOG INC CLASS A | 1.3% | 1.6% | 1.3% |
|
CADENCE DESIGN SYS INC | 1.9% | 1.3% | 1.3% |
DRUP Overweight Relative to DTEC
|
MICROSOFT CORP | 9.2% |
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
SALESFORCE.COM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
DRUP Underweight Relative to DTEC
 |
NEBIUS GROUP NV | -2.0% |
|
SOLAREDGE TECHNOLOGIES, INC. | -1.7% |
|
PROTO LABS INC | -1.4% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -1.4% |
 |
RENISHAW PLC | -1.4% |
|
ALLEGRO MICROSYSTEMS, INC. | -1.3% |
 |
KEYENCE CORP | -1.3% |
|
FANUC LTD | -1.3% |
|
COGNEX CORP | -1.3% |
|
RUBRIK INC-A | -1.3% |