Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
28.9%
% of QTEC's 46 holdings also in WFH
34.2%
% of WFH's 40 holdings also in QTEC
Overlap by Weight
Sector Drift (QTEC minus WFH)
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 QTEC |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.7% | 2.9% | 2.7% |
|
ZSCALER, INC. | 2.5% | 3.0% | 2.5% |
|
FORTINET INC | 2.4% | 3.0% | 2.4% |
|
BROADCOM INC. | 2.4% | 2.9% | 2.4% |
|
PALO ALTO NETWORKS INC | 2.3% | 2.4% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
QTEC Overweight Relative to WFH
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.1% |
|
MICROSTRATEGY INC-CL A | 2.9% |
|
CADENCE DESIGN SYS INC | 2.6% |
|
DOORDASH, INC. CLASS A | 2.4% |
|
SYNOPSYS INC | 2.4% |
|
AUTODESK INC | 2.4% |
|
INTUIT INC | 2.4% |
 |
ARM HOLDINGS PLC | 2.3% |
|
APPLIED MATERIALS INC | 2.3% |
|
COGNIZANT TECH SOLUTIONS-A | 2.3% |
QTEC Underweight Relative to WFH
|
CLOUDFLARE INC CLASS A | -3.7% |
|
OKTA, INC. CLASS A | -3.4% |
 |
YY INC-ADR | -3.2% |
|
DOCUSIGN, INC. | -3.1% |
|
HUBSPOT INC | -2.9% |
|
CISCO SYSTEMS INC | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |