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
33%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
22%
ALSO IN QNXT
QNXT
69
HOLDINGS
32%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus QNXT)
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 GFLW |
Weight in QNXT |
Overlap | |
|---|---|---|---|---|
 |
INTUITIVE SURGICAL INC | 6.8% | 2.8% | 2.8% |
|
WESTERN DIGITAL CORP | 14.9% | 2.7% | 2.7% |
|
FORTINET INC | 12.5% | 2.7% | 2.7% |
|
BOOKING HOLDINGS INC. | 6.8% | 2.3% | 2.3% |
|
DATADOG INC CLASS A | 5.5% | 1.9% | 1.9% |
GFLW Overweight Relative to QNXT
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
NVIDIA CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
LAM RESEARCH CORP | 16.6% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
GFLW Underweight Relative to QNXT
 |
SHOPIFY, INC. CLASS A | -3.9% |
|
ANALOG DEVICES INC | -3.7% |
|
GILEAD SCIENCES INC | -3.5% |
|
QUALCOMM INC | -3.5% |
 |
ASML HOLDING NV-NY REG SHS | -3.2% |
|
VERTEX PHARMACEUTICALS INC | -2.4% |
 |
ARM HOLDINGS PLC | -2.2% |
|
AUTOMATIC DATA PROCESSING | -2.0% |
|
CONSTELLATION ENERGY CORPORATION | -2.0% |
|
STARBUCKS CORP | -2.0% |