Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
26%
ALSO IN IGPT
IGPT
88
HOLDINGS
15%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus IGPT)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in IGPT |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 6.8% | 8.4% | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% | 8.6% | 4.9% |
|
QUALCOMM INC | 2.7% | 4.2% | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% | 4.4% | 2.7% |
|
INTUITIVE SURGICAL INC | 2.4% | 5.1% | 2.4% |
DRUP Overweight Relative to IGPT
|
MICROSOFT CORP | 9.2% |
|
BROADCOM INC. | 4.8% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
LAM RESEARCH CORP | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
DRUP Underweight Relative to IGPT
|
NVIDIA CORP | -9.2% |
|
ADVANCED MICRO DEVICES | -8.4% |
|
MICRON TECHNOLOGY INC | -4.0% |
|
ALPHABET INC. CLASS A | -3.7% |
 |
HYNIX SEMICONDUCTOR INC | -3.1% |
|
MICROSTRATEGY INC-CL A | -2.7% |
|
INTUITIVE SURGICAL INC | -2.6% |
 |
KEYENCE CORP | -2.3% |
|
EQUINIX INC | -2.3% |
|
INTEL CORP | -2.2% |