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
7
Number of overlapping holdings
14.0%
% of UPGD's 50 holdings also in QQQ
6.9%
% of QQQ's 101 holdings also in UPGD
Overlap by Weight
Sector Drift (UPGD minus QQQ)
Overlapping Holdings
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| Company | Weight in UPGD |
Weight in QQQ |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 1.9% | 2.9% | 1.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.3% | 1.9% | 1.9% |
|
MARRIOTT INTERNATIONAL-CL A | 2.0% | 0.4% | 0.4% |
|
AIRBNB, INC. CLASS A | 2.1% | 0.4% | 0.4% |
|
FASTENAL CO | 2.1% | 0.3% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
UPGD Overweight Relative to QQQ
|
ULTA BEAUTY INC | 2.3% |
|
CLOUDFLARE INC CLASS A | 2.2% |
|
HESS CORP | 2.2% |
|
AGILENT TECHNOLOGIES INC | 2.2% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
ROCKWELL AUTOMATION INC | 2.1% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 2.1% |
|
UNITED PARCEL SERVICE-CL B | 2.1% |
|
CATERPILLAR INC | 2.1% |
|
HORMEL FOODS CORP | 2.1% |
UPGD Underweight Relative to QQQ
|
MICROSOFT CORP | -8.8% |
|
NVIDIA CORP | -8.6% |
|
APPLE INC | -7.4% |
|
AMAZON.COM INC | -5.6% |
|
BROADCOM INC. | -4.8% |
|
META PLATFORMS INC | -3.7% |
|
NETFLIX INC | -3.2% |
|
COSTCO WHOLESALE CORP | -2.7% |
|
ALPHABET INC. CLASS A | -2.5% |
|
ALPHABET INC. CLASS C | -2.4% |