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
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
22%
ALSO IN TOLL
TOLL
37
HOLDINGS
30%
ALSO IN QQQG
SECTOR DRIFT (QQQG minus TOLL)
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 TOLL |
Overlap | |
|---|---|---|---|---|
 |
LAM RESEARCH CORP | 5.0% | 5.7% | 5.0% |
|
KLA CORPORATION | 3.8% | 4.4% | 3.8% |
|
APPLIED MATERIALS INC | 4.7% | 3.0% | 3.0% |
|
BROADCOM INC. | 1.9% | 3.4% | 1.9% |
|
GILEAD SCIENCES INC | 1.6% | 1.9% | 1.6% |
QQQG Overweight Relative to TOLL
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 7.5% |
|
WESTERN DIGITAL CORP | 6.9% |
|
ALPHABET INC. CLASS A | 4.3% |
|
MONOLITHIC POWER SYSTEMS INC | 3.6% |
|
ADVANCED MICRO DEVICES | 3.5% |
|
ANALOG DEVICES INC | 3.0% |
|
MARVELL TECHNOLOGY, INC. | 2.6% |
|
MONSTER BEVERAGE CORPORATION | 2.4% |
|
CISCO SYSTEMS INC | 2.2% |
|
APPLOVIN CORP. CLASS A | 2.2% |
QQQG Underweight Relative to TOLL
|
CBOE HOLDINGS INC | -5.0% |
|
VISA INC. CLASS A | -4.7% |
|
GE AEROSPACE | -4.3% |
|
ON SEMICONDUCTOR CORPORATION | -4.1% |
|
PERFORMANCE FOOD GROUP COMPANY | -4.0% |
|
KEYSIGHT TECHNOLOGIES INC | -3.2% |
|
FORTINET INC | -2.8% |
 |
GRUPO FERROVIAL | -2.8% |
|
MSCI INC-A | -2.6% |
|
MOODY'S CORP | -2.4% |