Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
14%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
18%
ALSO IN TOLL
TOLL
36
HOLDINGS
25%
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 | |
|---|---|---|---|---|
| FORTINET INC | 4.5% | 5.3% | 4.5% | |
| LAM RESEARCH CORP | 1.8% | 5.4% | 1.8% | |
| KLA CORPORATION | 1.8% | 4.4% | 1.8% | |
| BROADCOM INC. | 1.3% | 2.8% | 1.3% | |
| VERTEX PHARMACEUTICALS INC | 1.2% | 1.8% | 1.2% | |
QQQG Overweight Relative to TOLL
| SANDISK CORP | 7.2% | |
| WESTERN DIGITAL CORP | 5.4% | |
| MICRON TECHNOLOGY INC | 5.3% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 5.2% | |
| MARVELL TECHNOLOGY, INC. | 5.2% | |
| ASTERA LABS INC | 4.5% | |
| DATADOG INC CLASS A | 4.5% | |
| PALO ALTO NETWORKS INC | 3.8% | |
| ADVANCED MICRO DEVICES | 3.6% | |
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
QQQG Underweight Relative to TOLL
| VISA INC. CLASS A | -5.4% | |
| GE AEROSPACE | -5.1% | |
| CBOE HOLDINGS INC | -4.8% | |
| PERFORMANCE FOOD GROUP COMPANY | -4.1% | |
| LAM RESEARCH CORP | -3.6% | |
| KEYSIGHT TECHNOLOGIES INC | -3.3% | |
| THERMO FISHER SCIENTIFIC INC | -3.2% | |
| APPLIED MATERIALS INC | -2.9% | |
| MOODY'S CORP | -2.7% | |
| KLA CORPORATION | -2.6% |