Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
28%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
QFRD
50
HOLDINGS
54%
ALSO IN COWG
COWG
100
HOLDINGS
27%
ALSO IN QFRD
SECTOR DRIFT (QFRD minus COWG)
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 QFRD |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
| DATADOG INC CLASS A | 3.0% | 2.9% | 2.9% | |
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.6% | 3.6% | 2.6% | |
| PALO ALTO NETWORKS INC | 2.1% | 3.3% | 2.1% | |
| VEEVA SYSTEMS INC-CLASS A | 2.7% | 1.8% | 1.8% | |
| WORKDAY INC-CLASS A | 3.5% | 1.4% | 1.4% | |
QFRD Overweight Relative to COWG
| 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% |
QFRD Underweight Relative to COWG
| 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% |