Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
WAR
27
HOLDINGS
22%
ALSO IN DRNZ
DRNZ
41
HOLDINGS
15%
ALSO IN WAR
SECTOR DRIFT (WAR minus DRNZ)
OVERLAPPING HOLDINGS
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| Company | Weight in WAR |
Weight in DRNZ |
Overlap | |
|---|---|---|---|---|
 |
AEROVIRONMENT INC | 7.3% | 14.7% | 7.3% |
 |
DRONESHIELD LTD | 7.1% | 5.3% | 5.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.4% | 3.7% | 3.4% |
 |
SAAB CLASS B | 3.8% | 0.5% | 0.5% |
|
AXON ENTERPRISE INC | 4.9% | 0.5% | 0.5% |
WAR Overweight Relative to DRNZ
|
MICRON TECHNOLOGY INC | 7.8% |
|
AXT INC | 7.3% |
 |
RHEINMETALL AG | 5.2% |
|
CLOUDFLARE INC CLASS A | 4.8% |
|
ASTERA LABS INC | 4.6% |
|
TERADYNE INC | 4.4% |
|
AXON ENTERPRISE INC | 4.4% |
|
NVIDIA CORP | 4.1% |
|
NATIONAL PRESTO INDS INC | 4.0% |
 |
BE SEMICONDUCTOR INDUSTRIES | 3.7% |
WAR Underweight Relative to DRNZ
|
ONDAS HOLDINGS, INC. | -15.2% |
|
AEROVIRONMENT INC | -7.3% |
|
UNUSUAL MACHINES INC /US | -5.1% |
|
AEVEX CORP-CL A | -4.7% |
 |
RED CAT HOLDINGS INC | -4.6% |
|
ELSIGHT LTD | -3.9% |
|
GE AEROSPACE | -2.6% |
|
RTX CORP | -2.0% |
 |
DRONE DELIVERY CANADA CORP | -1.7% |
 |
EHANG HOLDINGS LTD. SPONSORED ADR CL | -1.6% |