Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
44%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
11%
ALSO IN SEMG
SEMG
20
HOLDINGS
55%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 9.7% | 11.4% | 9.7% |
|
MICROSOFT CORP | 9.3% | 9.1% | 9.1% |
|
ALPHABET INC. CLASS A | 6.1% | 9.6% | 6.1% |
|
META PLATFORMS INC | 4.8% | 4.3% | 4.3% |
|
APPLE INC | 11.6% | 3.7% | 3.7% |
QGRW Overweight Relative to SEMG
|
APPLE INC | 7.9% |
|
AMAZON.COM INC | 5.5% |
|
BROADCOM INC. | 3.8% |
|
TESLA MOTORS INC | 2.6% |
|
NETFLIX INC | 1.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
|
INTUITIVE SURGICAL INC | 1.0% |
|
BLACKSTONE GROUP LP/THE | 0.9% |
|
SERVICENOW INC | 0.8% |
|
STARBUCKS CORP | 0.8% |
QGRW Underweight Relative to SEMG
|
BOOKING HOLDINGS INC. | -6.5% |
|
INTUIT INC | -4.8% |
|
STRYKER CORP | -4.6% |
|
WW GRAINGER INC | -3.9% |
|
SALESFORCE.COM INC | -3.8% |
|
ALPHABET INC. CLASS A | -3.6% |
|
FISERV, INC. | -3.4% |
 |
ACCENTURE PLC-CL A | -3.4% |
|
AUTOMATIC DATA PROCESSING | -3.0% |
|
VISA INC. CLASS A | -3.0% |