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
31%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
FOWF
89
HOLDINGS
12%
ALSO IN TSSD
TSSD
56
HOLDINGS
20%
ALSO IN FOWF
SECTOR DRIFT (FOWF minus TSSD)
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 FOWF |
Weight in TSSD |
Overlap | |
|---|---|---|---|---|
 |
RTX CORP | 7.3% | 7.2% | 7.2% |
|
LOCKHEED MARTIN CORP | 7.3% | 5.9% | 5.9% |
|
GENERAL DYNAMICS CORP | 7.2% | 4.8% | 4.8% |
|
NORTHROP GRUMMAN CORP | 5.3% | 4.4% | 4.4% |
|
L3HARRIS TECHNOLOGIES INC | 2.3% | 4.4% | 2.3% |
FOWF Overweight Relative to TSSD
|
BOEING CO | 7.2% |
 |
BAE SYSTEMS PLC | 3.6% |
|
GENERAL DYNAMICS CORP | 2.4% |
|
HONEYWELL INTERNATIONAL INC | 2.2% |
|
DELL TECHNOLOGIES INC CLASS C | 2.1% |
|
LOCKHEED MARTIN CORP | 1.5% |
|
SNOWFLAKE, INC. CLASS A | 1.2% |
|
DATADOG INC CLASS A | 1.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | 0.9% |
|
NORTHROP GRUMMAN CORP | 0.9% |
FOWF Underweight Relative to TSSD
|
PALO ALTO NETWORKS INC | -8.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -7.1% |
|
FORTINET INC | -6.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.4% |
|
CLOUDFLARE INC CLASS A | -3.8% |
|
AXON ENTERPRISE INC | -3.1% |
|
CURTISS-WRIGHT CORP | -2.7% |
|
TELEDYNE TECHNOLOGIES INC | -2.4% |
|
VERISIGN INC | -2.1% |
|
L3HARRIS TECHNOLOGIES INC | -2.1% |