Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
22.1%
% of MMLG's 78 holdings also in THNQ
32.7%
% of THNQ's 60 holdings also in MMLG
Overlap by Weight
Sector Drift (MMLG minus THNQ)
Overlapping Holdings
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| Company | Weight in MMLG |
Weight in THNQ |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 2.2% | 2.2% | 2.2% |
|
AMAZON.COM INC | 5.5% | 2.0% | 2.0% |
|
MICROSOFT CORP | 6.1% | 2.0% | 2.0% |
|
META PLATFORMS INC | 4.1% | 1.9% | 1.9% |
|
NVIDIA CORP | 6.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
MMLG Overweight Relative to THNQ
|
NVIDIA CORP | 4.9% |
|
NETFLIX INC | 4.3% |
|
MICROSOFT CORP | 4.1% |
|
APPLE INC | 3.9% |
|
AMAZON.COM INC | 3.5% |
|
BROADCOM INC. | 3.3% |
|
VISA INC. CLASS A | 2.3% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.3% |
|
INTERCONTINENTALEXCHANGE INC | 2.2% |
|
META PLATFORMS INC | 2.2% |
MMLG Underweight Relative to THNQ
|
ALIBABA GROUP HOLDING LTD. SPONSORED | -3.7% |
|
ANALOG DEVICES INC | -2.5% |
 |
ASML HOLDING NV-NY REG SHS | -2.3% |
|
JD.COM INC-ADR | -2.2% |
|
LAM RESEARCH CORP | -2.2% |
|
CYBERARK SOFTWARE LTD. | -2.2% |
 |
GLOBAL UNICHIP CORP | -2.2% |
|
JFROG LTD. | -2.1% |
|
MEDIATEK INC | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |