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
OVERLAP
26%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
28%
ALSO IN MGRO
MGRO
45
HOLDINGS
33%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus MGRO)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in MGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 4.6% | 4.6% |
|
SALESFORCE.COM INC | 3.5% | 2.6% | 2.6% |
|
META PLATFORMS INC | 6.8% | 2.4% | 2.4% |
|
SYNOPSYS INC | 1.9% | 1.9% | 1.9% |
|
ADOBE SYSTEMS INC | 2.7% | 1.9% | 1.9% |
DRUP Overweight Relative to MGRO
|
BROADCOM INC. | 4.8% |
|
MICROSOFT CORP | 4.6% |
|
META PLATFORMS INC | 4.4% |
|
JOHNSON & JOHNSON | 3.5% |
|
ALPHABET INC. CLASS A | 3.3% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to MGRO
|
TRANSUNION | -5.2% |
|
MANHATTAN ASSOCIATES INC | -4.6% |
|
MARKETAXESS HOLDINGS INC | -4.2% |
|
TERADYNE INC | -4.0% |
 |
ALLEGION PLC | -3.9% |
|
AMAZON.COM INC | -3.7% |
|
MONOLITHIC POWER SYSTEMS INC | -3.6% |
|
WEST PHARMACEUTICAL SERVICES | -3.4% |
|
IDEX CORP | -3.1% |
|
COPART INC | -2.8% |