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
21
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
42%
ALSO IN QQQG
QQQG
50
HOLDINGS
42%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus QQQG)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in QQQG |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 3.5% | 1.9% |
|
PALO ALTO NETWORKS INC | 1.9% | 3.8% | 1.9% |
|
TEXAS INSTRUMENTS INC | 2.4% | 1.8% | 1.8% |
|
KLA-TENCOR CORPORATION | 2.1% | 1.7% | 1.7% |
|
LAM RESEARCH CORP | 2.4% | 1.7% | 1.7% |
DRUP Overweight Relative to QQQG
|
MICROSOFT CORP | 8.0% |
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
SALESFORCE.COM INC | 3.5% |
|
BROADCOM INC. | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
ADOBE SYSTEMS INC | 1.9% |
DRUP Underweight Relative to QQQG
|
SANDISK CORP | -6.8% |
|
MARVELL TECHNOLOGY, INC. | -5.4% |
|
WESTERN DIGITAL CORP | -5.2% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -5.1% |
|
MICRON TECHNOLOGY INC | -5.1% |
|
ADVANCED MICRO DEVICES | -5.0% |
|
ASTERA LABS INC | -4.2% |
|
DATADOG INC CLASS A | -3.3% |
|
FORTINET INC | -2.9% |
|
CISCO SYSTEMS INC | -2.5% |