Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QQQJ
105
HOLDINGS
12%
ALSO IN NUMG
NUMG
43
HOLDINGS
26%
ALSO IN QQQJ
SECTOR DRIFT (QQQJ minus NUMG)
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 QQQJ |
Weight in NUMG |
Overlap | |
|---|---|---|---|---|
 |
EBAY INC | 2.3% | 3.2% | 2.3% |
|
CASEY'S GENERAL STORES INC | 1.5% | 2.6% | 1.5% |
|
FIRST SOLAR INC | 1.3% | 2.0% | 1.3% |
|
MONGODB, INC. CLASS A | 1.3% | 2.4% | 1.3% |
|
HUNT (JB) TRANSPRT SVCS INC | 1.2% | 1.8% | 1.2% |
QQQJ Overweight Relative to NUMG
|
ASTERA LABS INC | 3.3% |
|
TERADYNE INC | 3.2% |
 |
NEBIUS GROUP NV | 3.0% |
 |
FLEXTRONICS INTL LTD | 2.5% |
|
COREWEAVE INC-CL A | 2.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.2% |
|
GLOBALFOUNDRIES INC. | 2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.2% |
|
UNITED CONTINENTAL HOLDINGS | 1.8% |
|
STEEL DYNAMICS INC | 1.7% |
QQQJ Underweight Relative to NUMG
|
COMFORT SYSTEMS USA INC | -4.4% |
|
DATADOG INC CLASS A | -4.3% |
|
LUMENTUM HOLDINGS INC | -3.8% |
|
CIENA CORP | -3.6% |
|
IDEXX LABORATORIES INC | -3.2% |
|
KEYSIGHT TECHNOLOGIES INC | -3.1% |
|
EMCOR GROUP INC | -2.8% |
|
ALNYLAM PHARMACEUTICALS INC | -2.8% |
|
AXON ENTERPRISE INC | -2.7% |
|
WW GRAINGER INC | -2.7% |