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
21
Number of overlapping holdings
42.0%
% of DRUP's 50 holdings also in OGIG
30.9%
% of OGIG's 69 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus OGIG)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in OGIG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 6.1% | 6.1% |
|
META PLATFORMS INC | 6.8% | 5.8% | 5.8% |
|
ALPHABET INC. CLASS A | 4.9% | 5.6% | 4.9% |
|
SERVICENOW INC | 2.5% | 2.0% | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to OGIG
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
MICROSOFT CORP | 3.1% |
|
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% |
|
SALESFORCE.COM INC | 2.2% |
DRUP Underweight Relative to OGIG
|
AMAZON.COM INC | -5.9% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.5% |
 |
SHOPIFY, INC. CLASS A | -1.7% |
 |
MEITUAN DIANPING | -1.7% |
|
NETFLIX INC | -1.7% |
 |
MERCADOLIBRE INC | -1.6% |
|
SAMSARA, INC. CLASS A | -1.6% |
|
UBER TECHNOLOGIES, INC. | -1.6% |
|
SNOWFLAKE, INC. CLASS A | -1.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.4% |