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
35%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
46%
ALSO IN DRUP
DRUP
50
HOLDINGS
46%
ALSO IN QQQG
SECTOR DRIFT (QQQG minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in QQQG |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.1% | 4.9% | 4.1% |
|
APPLIED MATERIALS INC | 5.3% | 2.8% | 2.8% |
|
LAM RESEARCH CORP | 5.6% | 2.4% | 2.4% |
|
KLA CORPORATION | 4.4% | 2.1% | 2.1% |
|
BROADCOM INC. | 2.1% | 4.8% | 2.1% |
QQQG Overweight Relative to DRUP
|
WESTERN DIGITAL CORP | 5.9% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.7% |
|
LAM RESEARCH CORP | 3.1% |
|
ADVANCED MICRO DEVICES | 3.1% |
|
ANALOG DEVICES INC | 3.0% |
|
ELECTRONIC ARTS INC | 2.6% |
|
MONOLITHIC POWER SYSTEMS INC | 2.5% |
|
MONSTER BEVERAGE CORPORATION | 2.5% |
|
APPLIED MATERIALS INC | 2.4% |
|
MARVELL TECHNOLOGY, INC. | 2.3% |
QQQG Underweight Relative to DRUP
|
MICROSOFT CORP | -8.2% |
|
META PLATFORMS INC | -5.6% |
|
SALESFORCE.COM INC | -3.5% |
|
JOHNSON & JOHNSON | -3.5% |
|
BROADCOM INC. | -2.7% |
|
DANAHER CORP | -2.6% |
|
SERVICENOW INC | -2.5% |
|
TEXAS INSTRUMENTS INC | -2.4% |
|
ADOBE SYSTEMS INC | -1.7% |
 |
NXP SEMICONDUCTORS NV | -1.6% |