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
40%
OVERLAP
BY WEIGHT
33
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
66%
ALSO IN COWG
COWG
100
HOLDINGS
33%
ALSO IN QQQG
SECTOR DRIFT (QQQG 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 QQQG |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.3% | 3.9% | 3.9% |
|
PALO ALTO NETWORKS INC | 4.5% | 3.8% | 3.8% |
|
DATADOG INC CLASS A | 5.8% | 3.6% | 3.6% |
|
FORTINET INC | 5.3% | 3.4% | 3.4% |
|
MICRON TECHNOLOGY INC | 5.0% | 3.0% | 3.0% |
QQQG Overweight Relative to COWG
|
MARVELL TECHNOLOGY, INC. | 5.9% |
|
ADVANCED MICRO DEVICES | 5.5% |
|
ASTERA LABS INC | 4.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 4.5% |
|
SANDISK CORP | 3.4% |
|
WESTERN DIGITAL CORP | 2.9% |
|
CISCO SYSTEMS INC | 2.4% |
|
DATADOG INC CLASS A | 2.1% |
|
MICRON TECHNOLOGY INC | 2.0% |
|
CSX CORP | 1.9% |
QQQG Underweight Relative to COWG
|
OKTA, INC. CLASS A | -4.1% |
|
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% |
|
MANHATTAN ASSOCIATES INC | -1.6% |