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
29%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
QQEW
51
HOLDINGS
56%
ALSO IN COWG
COWG
100
HOLDINGS
28%
ALSO IN QQEW
SECTOR DRIFT (QQEW minus COWG)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in QQEW |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 2.4% | 3.6% | 2.4% |
|
FORTINET INC | 2.3% | 3.4% | 2.3% |
|
PALO ALTO NETWORKS INC | 2.2% | 3.8% | 2.2% |
|
MICRON TECHNOLOGY INC | 2.1% | 3.0% | 2.1% |
|
SANDISK CORP | 2.0% | 2.7% | 2.0% |
QQEW Overweight Relative to COWG
|
MARVELL TECHNOLOGY, INC. | 2.6% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
META PLATFORMS INC | 2.5% |
 |
SHOPIFY, INC. CLASS A | 2.3% |
|
ASTERA LABS INC | 2.3% |
|
TERADYNE INC | 2.3% |
 |
ARM HOLDINGS PLC | 2.2% |
|
MONOLITHIC POWER SYSTEMS INC | 2.2% |
|
LAM RESEARCH CORP | 2.1% |
|
MICROSOFT CORP | 2.1% |
QQEW Underweight Relative to COWG
|
OKTA, INC. CLASS A | -4.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.9% |
|
UNITY SOFTWARE, INC. | -3.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.1% |
|
IRIDIUM COMMUNICATIONS INC. | -2.3% |
|
PAYCOM SOFTWARE INC | -2.2% |
|
NUTANIX, INC. CLASS A | -2.2% |
|
DYNATRACE, INC. | -1.8% |
|
F5 NETWORKS INC | -1.8% |
|
VEEVA SYSTEMS INC-CLASS A | -1.7% |