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

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Company Weight
in DRUP
Weight
in IGV
Overlap
MICROSOFT CORP 9.2% 7.7% 7.7%
SALESFORCE.COM INC 3.5% 9.1% 3.5%
ADOBE SYSTEMS INC 2.7% 8.9% 2.7%
SERVICENOW INC 2.5% 5.4% 2.5%
CROWDSTRIKE HOLDINGS, INC. CLASS A 1.9% 2.7% 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 -9.4%
INTUIT INC -6.9%
ADOBE SYSTEMS INC -6.1%
SALESFORCE.COM INC -5.5%
SERVICENOW INC -3.0%
PALANTIR TECHNOLOGIES INC. CLASS A -2.9%
PALO ALTO NETWORKS INC -2.5%
ROPER TECHNOLOGIES, INC. -2.3%
FAIR ISAAC CORP -1.9%
ELECTRONIC ARTS INC -1.3%
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