Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
41
# OF OVERLAPPING
HOLDINGS
QQQE
103
HOLDINGS
41%
ALSO IN TRFM
TRFM
245
HOLDINGS
17%
ALSO IN QQQE
SECTOR DRIFT (QQQE minus TRFM)
OVERLAPPING HOLDINGS
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| Company | Weight in QQQE |
Weight in TRFM |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 1.6% | 1.3% | 1.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.6% | 1.1% | 1.1% |
|
MICRON TECHNOLOGY INC | 1.2% | 1.1% | 1.1% |
|
MARVELL TECHNOLOGY, INC. | 1.7% | 1.0% | 1.0% |
|
WESTERN DIGITAL CORP | 1.3% | 1.0% | 1.0% |
QQQE Overweight Relative to TRFM
|
INTEL CORP | 2.0% |
|
QUALCOMM INC | 1.2% |
|
STRATEGY INC | 1.2% |
|
CADENCE DESIGN SYS INC | 1.1% |
|
CISCO SYSTEMS INC | 1.1% |
|
CSX CORP | 1.1% |
|
BAKER HUGHES COMPANY CLASS A | 1.0% |
|
PAYPAL HOLDINGS INC | 1.0% |
|
STARBUCKS CORP | 1.0% |
|
OLD DOMINION FREIGHT LINE | 1.0% |
QQQE Underweight Relative to TRFM
|
SANDISK CORP | -1.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.0% |
|
CIENA CORP | -1.0% |
|
LUMENTUM HOLDINGS INC | -0.9% |
|
DELL TECHNOLOGIES INC CLASS C | -0.8% |
|
COHERENT INC | -0.8% |
|
CORNING INC | -0.8% |
|
VERTIV HOLDINGS CO. CLASS A | -0.8% |
|
GE VERONA | -0.8% |
|
COREWEAVE INC-CL A | -0.7% |