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% 6.3% 6.3%
META PLATFORMS INC 6.8% 5.9% 5.9%
ALPHABET INC. CLASS A 4.9% 6.7% 4.9%
CROWDSTRIKE HOLDINGS, INC. CLASS A 1.9% 2.0% 1.9%
SERVICENOW INC 2.5% 1.9% 1.9%

Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to OGIG
BROADCOM INC. 4.8%
JOHNSON & JOHNSON 3.5%
MICROSOFT CORP 2.9%
APPLIED MATERIALS INC 2.8%
QUALCOMM INC 2.7%
DANAHER CORP 2.6%
LAM RESEARCH CORP 2.4%
INTUITIVE SURGICAL INC 2.4%
SALESFORCE.COM INC 2.4%
TEXAS INSTRUMENTS INC 2.4%
DRUP Underweight Relative to OGIG
AMAZON.COM INC -6.2%
PINDUODUO, INC. SPONSORED ADR CLASS -3.1%
MEITUAN DIANPING -2.0%
ALPHABET INC. CLASS A -1.8%
NETFLIX INC -1.7%
MERCADOLIBRE INC -1.7%
TAKE-TWO INTERACTIVE SOFTWRE -1.6%
WISETECH GLOBAL LTD. -1.5%
UBER TECHNOLOGIES, INC. -1.4%
ALLEGRO.EU SA -1.4%
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