Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
QFRD
49
HOLDINGS
61%
ALSO IN COWG
COWG
100
HOLDINGS
30%
ALSO IN QFRD
SECTOR DRIFT (QFRD minus COWG)
OVERLAPPING HOLDINGS
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| Company | Weight in QFRD |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 3.8% | 2.1% | 2.1% |
|
NETAPP INC | 2.1% | 2.0% | 2.0% |
|
F5 NETWORKS INC | 1.8% | 1.8% | 1.8% |
|
DATADOG INC CLASS A | 5.7% | 1.7% | 1.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.8% | 1.7% | 1.7% |
QFRD Overweight Relative to COWG
|
DATADOG INC CLASS A | 4.0% |
|
WORKDAY INC-CLASS A | 3.9% |
|
ADVANCED MICRO DEVICES | 3.6% |
|
INCYTE CORP | 3.0% |
|
COINBASE GLOBAL, INC. CLASS A | 3.0% |
|
ELI LILLY & CO | 2.5% |
|
VERTEX PHARMACEUTICALS INC | 2.4% |
|
MERCK & CO. INC. | 2.4% |
|
CADENCE DESIGN SYS INC | 2.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.1% |
QFRD Underweight Relative to COWG
|
IRIDIUM COMMUNICATIONS INC. | -4.2% |
|
SANDISK CORP | -4.2% |
|
WESTERN DIGITAL CORP | -3.6% |
|
LAM RESEARCH CORP | -2.8% |
|
ASTERA LABS INC | -2.6% |
|
FORTINET INC | -2.1% |
|
OKTA, INC. CLASS A | -1.9% |
|
SOUTHERN COPPER CORP | -1.9% |
|
KLA CORPORATION | -1.8% |
 |
JAZZ PHARMACEUTICALS PLC | -1.4% |