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
23
Number of overlapping holdings
46.0%
% of DRUP's 50 holdings also in FXL
24.0%
% of FXL's 100 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus FXL)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in FXL |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 1.5% | 1.5% |
|
FORTINET INC | 1.5% | 1.8% | 1.5% |
|
META PLATFORMS INC | 6.8% | 1.3% | 1.3% |
|
QUALCOMM INC | 2.7% | 1.2% | 1.2% |
|
CLOUDFLARE INC CLASS A | 1.1% | 1.8% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to FXL
|
MICROSOFT CORP | 8.9% |
|
META PLATFORMS INC | 5.5% |
|
ALPHABET INC. CLASS A | 4.2% |
|
BROADCOM INC. | 4.0% |
|
JOHNSON & JOHNSON | 3.5% |
|
SALESFORCE.COM INC | 3.2% |
|
ADOBE SYSTEMS INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
SERVICENOW INC | 2.1% |
DRUP Underweight Relative to FXL
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.5% |
|
DOORDASH, INC. CLASS A | -1.9% |
|
SYNNEX CORP | -1.8% |
|
GUIDEWIRE SOFTWARE INC | -1.8% |
|
WESTERN DIGITAL CORP | -1.8% |
|
OKTA, INC. CLASS A | -1.8% |
|
HEWLETT PACKARD ENTERPRISE CO. | -1.8% |
|
TOAST, INC. CLASS A | -1.8% |
|
AVNET INC | -1.8% |
|
ON SEMICONDUCTOR CORPORATION | -1.7% |