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
40%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
44%
ALSO IN QTEC
QTEC
46
HOLDINGS
49%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus QTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in QTEC |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 2.8% | 2.5% | 2.5% |
|
LAM RESEARCH CORP | 2.4% | 2.4% | 2.4% |
|
BROADCOM INC. | 4.8% | 2.4% | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% | 2.4% | 2.4% |
|
MICROSOFT CORP | 9.2% | 2.3% | 2.3% |
DRUP Overweight Relative to QTEC
|
MICROSOFT CORP | 7.0% |
|
META PLATFORMS INC | 4.6% |
|
ALPHABET INC. CLASS A | 3.8% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
BROADCOM INC. | 2.4% |
|
VERTEX PHARMACEUTICALS INC | 2.0% |
DRUP Underweight Relative to QTEC
|
MICROSTRATEGY INC-CL A | -2.5% |
|
NVIDIA CORP | -2.5% |
|
ADVANCED MICRO DEVICES | -2.5% |
|
ON SEMICONDUCTOR CORPORATION | -2.4% |
|
GLOBALFOUNDRIES INC. | -2.4% |
|
INTEL CORP | -2.4% |
|
DOORDASH, INC. CLASS A | -2.3% |
|
ANALOG DEVICES INC | -2.3% |
 |
ASML HOLDING NV-NY REG SHS | -2.3% |
|
APPLE INC | -2.3% |