Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
11%
ALSO IN AIUP
AIUP
15
HOLDINGS
73%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus AIUP)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in AIUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.0% | 14.9% | 8.0% |
|
AMAZON.COM INC | 7.6% | 14.9% | 7.6% |
|
NVIDIA CORP | 13.0% | 4.6% | 4.6% |
|
MICRON TECHNOLOGY INC | 3.4% | 15.0% | 3.4% |
|
ADVANCED MICRO DEVICES | 2.6% | 4.7% | 2.6% |
QGRW Overweight Relative to AIUP
|
NVIDIA CORP | 8.4% |
|
ALPHABET INC. CLASS A | 8.3% |
|
META PLATFORMS INC | 6.2% |
|
BROADCOM INC. | 3.8% |
|
ELI LILLY & CO | 3.3% |
|
APPLE INC | 3.2% |
|
MARVELL TECHNOLOGY, INC. | 2.3% |
|
VISA INC. CLASS A | 1.9% |
|
APPLIED MATERIALS INC | 1.6% |
|
LAM RESEARCH CORP | 1.6% |
QGRW Underweight Relative to AIUP
|
MICRON TECHNOLOGY INC | -11.7% |
|
AMAZON.COM INC | -7.3% |
|
MICROSOFT CORP | -6.9% |
|
DELL TECHNOLOGIES INC CLASS C | -4.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -4.6% |
|
SANDISK CORP | -4.6% |
|
WESTERN DIGITAL CORP | -4.5% |
|
AIRBNB, INC. CLASS A | -4.1% |
|
QUANTA SERVICES INC | -4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.9% |