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
53%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
QQEW
51
HOLDINGS
54%
ALSO IN GFLW
GFLW
102
HOLDINGS
28%
ALSO IN QQEW
SECTOR DRIFT (QQEW minus GFLW)
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 GFLW |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 2.4% | 5.5% | 2.4% |
|
ASTERA LABS INC | 2.3% | 3.6% | 2.3% |
|
FORTINET INC | 2.3% | 12.5% | 2.3% |
|
INTUITIVE SURGICAL INC | 2.2% | 6.8% | 2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.2% | 3.7% | 2.2% |
QQEW Overweight Relative to GFLW
|
MARVELL TECHNOLOGY, INC. | 2.6% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
META PLATFORMS INC | 2.5% |
 |
SHOPIFY, INC. CLASS A | 2.3% |
|
TERADYNE INC | 2.3% |
|
ANALOG DEVICES INC | 2.2% |
 |
ARM HOLDINGS PLC | 2.2% |
|
TEXAS INSTRUMENTS INC | 2.2% |
|
MICRON TECHNOLOGY INC | 2.1% |
|
APPLE INC | 2.1% |
QQEW Underweight Relative to GFLW
|
ELI LILLY & CO | -25.7% |
|
CATERPILLAR INC | -22.9% |
|
DELL TECHNOLOGIES INC CLASS C | -21.6% |
|
SANDISK CORP | -21.6% |
|
NVIDIA CORP | -21.5% |
|
APPLIED MATERIALS INC | -17.1% |
|
CARDINAL HEALTH INC | -17.0% |
|
ROYALTY PHARMA PLC CLASS A | -16.6% |
|
NEWMONT MINING CORP | -15.1% |
|
LAM RESEARCH CORP | -14.5% |