Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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% |