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 INNO
21.1%
% of INNO's 91 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus INNO)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in INNO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 4.8% | 4.8% |
|
DANAHER CORP | 2.6% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.6% | 2.5% |
|
LAM RESEARCH CORP | 2.4% | 3.6% | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to INNO
|
META PLATFORMS INC | 5.6% |
|
BROADCOM INC. | 4.8% |
|
MICROSOFT CORP | 4.4% |
|
ALPHABET INC. CLASS A | 3.6% |
|
JOHNSON & JOHNSON | 3.5% |
|
QUALCOMM INC | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
|
VERTEX PHARMACEUTICALS INC | 2.0% |
DRUP Underweight Relative to INNO
|
ADVANCED MICRO DEVICES | -4.3% |
|
AMAZON.COM INC | -3.2% |
 |
ASML HOLDING NV | -2.8% |
 |
MERCADOLIBRE INC | -2.5% |
 |
LINDE PLC | -2.4% |
|
BLOCK INC. | -2.4% |
|
PROGRESSIVE CORP | -2.4% |
 |
SHOPIFY, INC. CLASS A | -2.3% |
|
UNITED RENTALS INC | -2.2% |
|
FISERV, INC. | -2.2% |