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
25
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
25%
ALSO IN DTEC
DTEC
95
HOLDINGS
26%
ALSO IN COWG
SECTOR DRIFT (COWG minus DTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in COWG |
Weight in DTEC |
Overlap | |
|---|---|---|---|---|
 |
OKTA, INC. CLASS A | 2.4% | 1.5% | 1.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 1.3% | 1.3% |
|
PALO ALTO NETWORKS INC | 1.9% | 1.3% | 1.3% |
|
DEXCOM INC | 1.2% | 1.2% | 1.2% |
|
FORTINET INC | 2.2% | 1.1% | 1.1% |
COWG Overweight Relative to DTEC
|
SANDISK CORP | 4.5% |
|
IRIDIUM COMMUNICATIONS INC. | 4.0% |
|
WESTERN DIGITAL CORP | 3.7% |
|
ASTERA LABS INC | 2.9% |
|
LAM RESEARCH CORP | 2.7% |
|
NETAPP INC | 1.9% |
|
KLA CORPORATION | 1.8% |
|
F5 NETWORKS INC | 1.8% |
|
SOUTHERN COPPER CORP | 1.8% |
|
ANALOG DEVICES INC | 1.6% |
COWG Underweight Relative to DTEC
|
GLOBAL PAYMENTS INC. | -1.3% |
|
RUBRIK INC-A | -1.3% |
|
TEMPUS AI INC | -1.3% |
 |
AUTOSTORE HOLDINGS LTD. | -1.3% |
|
SNOWFLAKE, INC. CLASS A | -1.3% |
|
GUIDEWIRE SOFTWARE INC | -1.3% |
|
PAYPAL HOLDINGS INC | -1.2% |
|
JACK HENRY & ASSOCIATES, INC. | -1.2% |
 |
VESTAS WIND SYSTEMS A/S | -1.2% |
 |
ADYEN NV | -1.2% |