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
38%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
48%
ALSO IN QQQG
QQQG
50
HOLDINGS
48%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus QQQG)
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 DRUP |
Weight in QQQG |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 2.8% | 3.8% | 2.8% |
|
LAM RESEARCH CORP | 2.4% | 3.8% | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% | 3.7% | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% | 2.9% | 2.1% |
|
QUALCOMM INC | 2.7% | 2.0% | 2.0% |
DRUP Overweight Relative to QQQG
|
MICROSOFT CORP | 8.0% |
|
META PLATFORMS INC | 5.5% |
|
ALPHABET INC. CLASS A | 4.9% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
BROADCOM INC. | 3.0% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
ADOBE SYSTEMS INC | 1.6% |
|
EDWARDS LIFESCIENCES CORP | 1.5% |
DRUP Underweight Relative to QQQG
|
SANDISK CORP | -6.3% |
|
WESTERN DIGITAL CORP | -5.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -5.3% |
|
ANALOG DEVICES INC | -3.5% |
|
ADVANCED MICRO DEVICES | -3.4% |
|
CISCO SYSTEMS INC | -2.7% |
|
DIAMONDBACK ENERGY INC | -2.3% |
|
MONSTER BEVERAGE CORPORATION | -2.0% |
|
AMGEN INC | -1.8% |
|
MONOLITHIC POWER SYSTEMS INC | -1.7% |