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
9
Number of overlapping holdings
24.3%
% of FDG's 40 holdings also in FDN
22.5%
% of FDN's 42 holdings also in FDG
Overlap by Weight
Sector Drift (FDG minus FDN)
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 FDG |
Weight in FDN |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 11.4% | 10.1% | 10.1% |
|
META PLATFORMS INC | 6.0% | 10.0% | 6.0% |
|
SALESFORCE.COM INC | 4.9% | 6.5% | 4.9% |
|
NETFLIX INC | 4.7% | 7.6% | 4.7% |
|
ALPHABET INC. CLASS C | 6.0% | 4.7% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
FDG Overweight Relative to FDN
|
NVIDIA CORP | 18.2% |
|
TESLA MOTORS INC | 10.6% |
|
MICROSOFT CORP | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.5% |
|
CHIPOTLE MEXICAN GRILL-CL A | 3.3% |
|
ROCKET LAB USA, INC. | 3.2% |
|
INTUITIVE SURGICAL INC | 2.8% |
|
CADENCE DESIGN SYS INC | 2.7% |
|
ALNYLAM PHARMACEUTICALS INC | 2.6% |
|
BLOCK INC. | 2.3% |
FDG Underweight Relative to FDN
|
ALPHABET INC. CLASS A | -5.7% |
|
ARISTA NETWORKS, INC. | -5.2% |
|
CISCO SYSTEMS INC | -4.8% |
|
BOOKING HOLDINGS INC. | -4.3% |
|
PAYPAL HOLDINGS INC | -4.1% |
|
META PLATFORMS INC | -4.0% |
|
NETFLIX INC | -2.9% |
|
AIRBNB, INC. CLASS A | -2.6% |
|
SNOWFLAKE, INC. CLASS A | -2.6% |
|
WORKDAY INC-CLASS A | -2.4% |