Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
40%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
44%
ALSO IN USRD
USRD
50
HOLDINGS
44%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus USRD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in DRUP |
Weight in USRD |
Overlap | |
---|---|---|---|---|
ALPHABET INC. CLASS A | 4.9% | 2.5% | 2.5% | |
BROADCOM INC. | 4.8% | 2.3% | 2.3% | |
QUALCOMM INC | 2.7% | 2.2% | 2.2% | |
LAM RESEARCH CORP | 2.4% | 2.2% | 2.2% | |
JOHNSON & JOHNSON | 3.5% | 2.2% | 2.2% |
DRUP Overweight Relative to USRD
MICROSOFT CORP | 7.3% | |
META PLATFORMS INC | 4.8% | |
SALESFORCE.COM INC | 3.5% | |
DANAHER CORP | 2.6% | |
BROADCOM INC. | 2.5% | |
ALPHABET INC. CLASS A | 2.4% | |
KLA-TENCOR CORPORATION | 2.1% | |
VERTEX PHARMACEUTICALS INC | 2.0% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | |
PALO ALTO NETWORKS INC | 1.9% |
DRUP Underweight Relative to USRD
APPLE INC | -2.3% | |
ARISTA NETWORKS, INC. | -2.3% | |
TESLA MOTORS INC | -2.3% | |
ELECTRONIC ARTS INC | -2.3% | |
MOTOROLA SOLUTIONS | -2.2% | |
GE HEALTHCARE TECHNOLOGIES INC. | -2.2% | |
ZOETIS INC | -2.2% | |
BOSTON SCIENTIFIC CORP | -2.1% | |
CISCO SYSTEMS INC | -2.0% | |
ELI LILLY & CO | -2.0% |