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
17%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
TMFX
192
HOLDINGS
12%
ALSO IN QQQJ
QQQJ
105
HOLDINGS
23%
ALSO IN TMFX
SECTOR DRIFT (TMFX minus QQQJ)
OVERLAPPING HOLDINGS
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| Company | Weight in TMFX |
Weight in QQQJ |
Overlap | |
|---|---|---|---|---|
 |
CASEY'S GENERAL STORES INC | 1.6% | 1.5% | 1.5% |
|
BIOGEN IDEC INC | 1.5% | 1.4% | 1.4% |
|
MONGODB, INC. CLASS A | 1.2% | 1.3% | 1.2% |
|
ILLUMINA INC | 1.2% | 1.2% | 1.2% |
|
FIRST SOLAR INC | 1.1% | 1.3% | 1.1% |
TMFX Overweight Relative to QQQJ
|
WORKDAY INC-CLASS A | 1.7% |
|
REDDIT INC-CL A | 1.7% |
|
EQT CORP | 1.5% |
|
DEXCOM INC | 1.5% |
 |
COUPANG, INC. CLASS A | 1.4% |
|
VEEVA SYSTEMS INC-CLASS A | 1.4% |
|
CBOE HOLDINGS INC | 1.4% |
|
TWILIO, INC. CLASS A | 1.4% |
|
RESMED INC | 1.3% |
|
FAIR ISAAC CORP | 1.3% |
TMFX Underweight Relative to QQQJ
|
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% |
|
EBAY INC | -2.3% |
|
ON SEMICONDUCTOR CORPORATION | -2.2% |
|
GLOBALFOUNDRIES INC. | -2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -2.2% |
|
UNITED CONTINENTAL HOLDINGS | -1.8% |