Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
27%
ALSO IN QFRD
QFRD
50
HOLDINGS
54%
ALSO IN COWG
SECTOR DRIFT (COWG minus QFRD)
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 QFRD |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 2.9% | 3.0% | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 2.6% | 2.6% |
|
PALO ALTO NETWORKS INC | 3.3% | 2.1% | 2.1% |
|
VEEVA SYSTEMS INC-CLASS A | 1.8% | 2.7% | 1.8% |
|
WORKDAY INC-CLASS A | 1.4% | 3.5% | 1.4% |
COWG Overweight Relative to QFRD
|
OKTA, INC. CLASS A | 3.7% |
|
UNITY SOFTWARE, INC. | 2.7% |
|
MICRON TECHNOLOGY INC | 2.6% |
|
PAYCOM SOFTWARE INC | 2.5% |
|
FORTINET INC | 2.4% |
|
IRIDIUM COMMUNICATIONS INC. | 2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.2% |
|
MANHATTAN ASSOCIATES INC | 2.0% |
|
SANDISK CORP | 2.0% |
|
NUTANIX, INC. CLASS A | 2.0% |
COWG Underweight Relative to QFRD
|
REGENERON PHARMACEUTICALS | -3.9% |
|
VERTEX PHARMACEUTICALS INC | -2.8% |
|
INCYTE CORP | -2.8% |
|
ELI LILLY & CO | -2.8% |
|
MERCK & CO. INC. | -2.5% |
|
SYNOPSYS INC | -2.5% |
|
META PLATFORMS INC | -2.4% |
|
BIOGEN IDEC INC | -2.4% |
|
CADENCE DESIGN SYS INC | -2.4% |
|
MARVELL TECHNOLOGY, INC. | -2.1% |