Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
NULG
70
HOLDINGS
35%
ALSO IN NUMG
NUMG
43
HOLDINGS
57%
ALSO IN NULG
SECTOR DRIFT (NULG minus NUMG)
OVERLAPPING HOLDINGS
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| Company | Weight in NULG |
Weight in NUMG |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 1.4% | 4.3% | 1.4% |
|
IDEXX LABORATORIES INC | 1.3% | 3.2% | 1.3% |
|
EBAY INC | 1.2% | 3.2% | 1.2% |
|
KEYSIGHT TECHNOLOGIES INC | 1.2% | 3.1% | 1.2% |
|
CASEY'S GENERAL STORES INC | 0.9% | 2.6% | 0.9% |
NULG Overweight Relative to NUMG
|
NVIDIA CORP | 15.1% |
|
BROADCOM INC. | 6.5% |
|
ADVANCED MICRO DEVICES | 4.0% |
|
ELI LILLY & CO | 3.8% |
|
APPLIED MATERIALS INC | 3.2% |
|
LAM RESEARCH CORP | 3.1% |
|
VISA INC. CLASS A | 2.7% |
|
CATERPILLAR INC | 2.6% |
|
WESTERN DIGITAL CORP | 2.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.4% |
NULG Underweight Relative to NUMG
|
COMFORT SYSTEMS USA INC | -4.3% |
|
LUMENTUM HOLDINGS INC | -3.8% |
|
CIENA CORP | -3.6% |
|
DATADOG INC CLASS A | -2.9% |
|
ALNYLAM PHARMACEUTICALS INC | -2.8% |
|
AXON ENTERPRISE INC | -2.7% |
|
EMCOR GROUP INC | -2.6% |
|
SOFI TECHNOLOGIES INC | -2.4% |
|
BURLINGTON STORES INC | -2.4% |
|
VULCAN MATERIALS CO | -2.3% |