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
18%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
23%
ALSO IN DTEC
DTEC
94
HOLDINGS
24%
ALSO IN COWG
SECTOR DRIFT (COWG minus DTEC)
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 COWG |
Weight in DTEC |
Overlap | |
|---|---|---|---|---|
 |
OKTA, INC. CLASS A | 3.7% | 1.2% | 1.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 1.2% | 1.2% |
|
DYNATRACE, INC. | 1.7% | 1.1% | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.2% | 1.1% | 1.1% |
|
PALO ALTO NETWORKS INC | 3.3% | 1.1% | 1.1% |
COWG Overweight Relative to DTEC
|
UNITY SOFTWARE, INC. | 2.7% |
|
MICRON TECHNOLOGY INC | 2.6% |
|
PAYCOM SOFTWARE INC | 2.5% |
|
OKTA, INC. CLASS A | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.4% |
|
PALO ALTO NETWORKS INC | 2.3% |
|
IRIDIUM COMMUNICATIONS INC. | 2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.2% |
|
MANHATTAN ASSOCIATES INC | 2.0% |
|
SANDISK CORP | 2.0% |
COWG Underweight Relative to DTEC
|
SKYWORKS SOLUTIONS INC | -1.8% |
|
ZSCALER, INC. | -1.4% |
|
RUBRIK INC-A | -1.4% |
 |
WOLTERS KLUWER | -1.2% |
|
TEMPUS AI INC | -1.2% |
 |
NEMETSCHEK AG | -1.2% |
 |
RELX PLC SPONSORED ADR | -1.2% |
 |
DASSAULT SYSTEMES SA | -1.2% |
|
GUIDEWIRE SOFTWARE INC | -1.1% |
 |
CHECK POINT SOFTWARE TECH | -1.1% |