Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
44.0%
% of DRUP's 50 holdings also in QQQG
44.0%
% of QQQG's 50 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus QQQG)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in QQQG |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 6.8% | 2.5% | 2.5% |
|
BROADCOM INC. | 4.8% | 2.5% | 2.5% |
|
ALPHABET INC. CLASS A | 4.9% | 2.0% | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 4.2% | 1.9% |
|
PALO ALTO NETWORKS INC | 1.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to QQQG
|
MICROSOFT CORP | 7.7% |
|
META PLATFORMS INC | 4.3% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
ALPHABET INC. CLASS A | 3.0% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
BROADCOM INC. | 2.3% |
DRUP Underweight Relative to QQQG
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.0% |
|
NETFLIX INC | -3.9% |
|
APPLOVIN CORP. CLASS A | -3.8% |
|
ATLASSIAN CORP. CLASS A | -3.1% |
|
GILEAD SCIENCES INC | -3.0% |
|
FORTINET INC | -2.8% |
|
BOOKING HOLDINGS INC. | -2.6% |
|
CISCO SYSTEMS INC | -2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.4% |
 |
MERCADOLIBRE INC | -2.3% |