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
25
Number of overlapping holdings
27.8%
% of QQJG's 90 holdings also in TMFX
13.1%
% of TMFX's 191 holdings also in QQJG
Overlap by Weight
Sector Drift (QQJG minus TMFX)
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 QQJG |
Weight in TMFX |
Overlap | |
|---|---|---|---|---|
 |
TRACTOR SUPPLY COMPANY | 2.6% | 1.7% | 1.7% |
|
FIRST SOLAR INC | 1.7% | 1.2% | 1.2% |
|
ULTA BEAUTY INC | 1.7% | 1.2% | 1.2% |
|
NUTANIX, INC. CLASS A | 1.2% | 1.0% | 1.0% |
|
OKTA, INC. CLASS A | 1.3% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
QQJG Overweight Relative to TMFX
|
SUPER MICRO COMPUTER, INC. | 3.4% |
 |
ICON PLC | 2.9% |
|
MONOLITHIC POWER SYSTEMS INC | 2.7% |
|
WESTERN DIGITAL CORP | 2.5% |
|
EBAY INC | 2.2% |
|
NETAPP INC | 2.0% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.0% |
|
APPLOVIN CORP. CLASS A | 1.8% |
|
PTC INC. | 1.7% |
|
HUNT (JB) TRANSPRT SVCS INC | 1.6% |
QQJG Underweight Relative to TMFX
|
FAIR ISAAC CORP | -2.0% |
|
HUBSPOT INC | -1.8% |
|
WABTEC CORP | -1.8% |
|
CORNING INC | -1.7% |
|
PINTEREST, INC. CLASS A | -1.7% |
|
HEICO CORP | -1.6% |
|
NVR INC | -1.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.5% |
|
CLOUDFLARE INC CLASS A | -1.4% |
|
BROADRIDGE FINANCIAL SOLUTIO | -1.4% |