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
19
Number of overlapping holdings
38.0%
% of DRUP's 50 holdings also in IGV
18.6%
% of IGV's 114 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus IGV)
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 IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 9.1% | 9.1% |
|
SALESFORCE.COM INC | 3.5% | 8.3% | 3.5% |
|
ADOBE SYSTEMS INC | 2.7% | 7.8% | 2.7% |
|
SERVICENOW INC | 2.5% | 4.9% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 2.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to IGV
|
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% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to IGV
|
ORACLE CORP | -8.1% |
|
INTUIT INC | -7.5% |
|
ADOBE SYSTEMS INC | -5.1% |
|
SALESFORCE.COM INC | -4.8% |
|
ROPER TECHNOLOGIES, INC. | -2.6% |
|
SERVICENOW INC | -2.4% |
|
PALO ALTO NETWORKS INC | -2.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.8% |
|
SYNOPSYS INC | -1.7% |
|
CADENCE DESIGN SYS INC | -1.6% |