Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
MMLG
70
HOLDINGS
24%
ALSO IN THNQ
THNQ
56
HOLDINGS
31%
ALSO IN MMLG
SECTOR DRIFT (MMLG minus THNQ)
OVERLAPPING HOLDINGS
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| Company | Weight in MMLG |
Weight in THNQ |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.7% | 2.9% | 2.9% |
|
NVIDIA CORP | 11.7% | 2.8% | 2.8% |
|
MICROSOFT CORP | 6.3% | 2.5% | 2.5% |
|
AMAZON.COM INC | 4.8% | 2.4% | 2.4% |
|
META PLATFORMS INC | 4.7% | 2.3% | 2.3% |
MMLG Overweight Relative to THNQ
|
NVIDIA CORP | 8.9% |
|
BROADCOM INC. | 4.8% |
|
APPLE INC | 4.1% |
|
MICROSOFT CORP | 3.7% |
 |
SHOPIFY, INC. CLASS A | 3.5% |
|
APPLOVIN CORP. CLASS A | 3.0% |
|
CARVANA CO. CLASS A | 2.9% |
|
AMAZON.COM INC | 2.4% |
|
META PLATFORMS INC | 2.3% |
|
NETFLIX INC | 2.3% |
MMLG Underweight Relative to THNQ
|
CLOUDFLARE INC CLASS A | -3.6% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | -3.6% |
|
JFROG LTD. | -3.1% |
|
CYBERARK SOFTWARE LTD. | -3.0% |
|
LAM RESEARCH CORP | -2.9% |
|
PURE STORAGE, INC. CLASS A | -2.9% |
|
AMBARELLA INC | -2.8% |
|
ANALOG DEVICES INC | -2.7% |
|
COGNEX CORP | -2.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.5% |