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
13
Number of overlapping holdings
26.0%
% of DRUP's 50 holdings also in GTEK
21.0%
% of GTEK's 64 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus GTEK)
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 GTEK |
Overlap | |
|---|---|---|---|---|
 |
KLA-TENCOR CORPORATION | 2.1% | 3.3% | 2.1% |
|
PALO ALTO NETWORKS INC | 1.9% | 2.1% | 1.9% |
|
CADENCE DESIGN SYS INC | 1.9% | 2.5% | 1.9% |
|
WORKDAY INC-CLASS A | 1.7% | 2.8% | 1.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to GTEK
|
MICROSOFT CORP | 9.2% |
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
BROADCOM INC. | 4.8% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
DANAHER CORP | 2.6% |
DRUP Underweight Relative to GTEK
|
MARVELL TECHNOLOGY, INC. | -3.3% |
|
MOTOROLA SOLUTIONS | -2.8% |
 |
TOKYO ELECTRON LTD | -2.8% |
|
ARISTA NETWORKS, INC. | -2.3% |
|
MICRON TECHNOLOGY INC | -2.3% |
 |
MERCADOLIBRE INC | -2.2% |
 |
JENTECH PRECISION INDUSTRIAL | -2.1% |
|
UNITED MICROELECTRONICS CORP | -2.1% |
|
ENTEGRIS INC | -2.1% |
|
APPLOVIN CORP. CLASS A | -1.9% |