Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
30.9%
% of OGIG's 69 holdings also in DRUP
42.0%
% of DRUP's 50 holdings also in OGIG
Overlap by Weight
Sector Drift (OGIG minus DRUP)
Overlapping Holdings
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| Company | Weight in OGIG |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 9.2% | 6.1% |
|
META PLATFORMS INC | 5.8% | 6.8% | 5.8% |
|
ALPHABET INC. CLASS A | 5.6% | 4.9% | 4.9% |
|
SERVICENOW INC | 2.0% | 2.5% | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.8% | 1.9% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
OGIG Overweight Relative to DRUP
|
AMAZON.COM INC | 5.9% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 2.5% |
 |
SHOPIFY, INC. CLASS A | 1.7% |
 |
MEITUAN DIANPING | 1.7% |
|
NETFLIX INC | 1.7% |
 |
MERCADOLIBRE INC | 1.6% |
|
SAMSARA, INC. CLASS A | 1.6% |
|
UBER TECHNOLOGIES, INC. | 1.6% |
|
SNOWFLAKE, INC. CLASS A | 1.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 1.4% |
OGIG Underweight Relative to DRUP
|
BROADCOM INC. | -4.8% |
|
JOHNSON & JOHNSON | -3.5% |
|
MICROSOFT CORP | -3.1% |
|
APPLIED MATERIALS INC | -2.8% |
|
QUALCOMM INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
LAM RESEARCH CORP | -2.4% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
TEXAS INSTRUMENTS INC | -2.4% |
|
SALESFORCE.COM INC | -2.2% |