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
48%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
13%
ALSO IN SEMG
SEMG
21
HOLDINGS
62%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.4% | 9.3% | 9.3% |
|
MICROSOFT CORP | 11.6% | 8.6% | 8.6% |
|
ALPHABET INC. CLASS A | 8.2% | 14.5% | 8.2% |
|
APPLE INC | 11.6% | 4.4% | 4.4% |
|
META PLATFORMS INC | 5.8% | 3.6% | 3.6% |
QGRW Overweight Relative to SEMG
|
APPLE INC | 7.2% |
|
AMAZON.COM INC | 6.4% |
|
NVIDIA CORP | 5.1% |
|
BROADCOM INC. | 4.3% |
|
TESLA MOTORS INC | 3.5% |
|
MICROSOFT CORP | 3.1% |
|
NETFLIX INC | 2.5% |
|
META PLATFORMS INC | 2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.0% |
|
ADVANCED MICRO DEVICES | 1.2% |
QGRW Underweight Relative to SEMG
|
ALPHABET INC. CLASS A | -6.3% |
|
MCKESSON CORP | -5.3% |
|
BOOKING HOLDINGS INC. | -5.1% |
|
STRYKER CORP | -4.2% |
|
INTUIT INC | -3.6% |
|
WW GRAINGER INC | -3.5% |
|
SALESFORCE.COM INC | -3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.6% |
|
VISA INC. CLASS A | -2.6% |
|
AUTOMATIC DATA PROCESSING | -2.4% |