Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
QFRD
50
HOLDINGS
18%
ALSO IN SMRI
SMRI
50
HOLDINGS
18%
ALSO IN QFRD
SECTOR DRIFT (QFRD minus SMRI)
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 SMRI |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 3.3% | 3.3% | 3.3% |
|
NETAPP INC | 2.0% | 2.9% | 2.0% |
|
WORKDAY INC-CLASS A | 3.3% | 1.9% | 1.9% |
|
F5 NETWORKS INC | 1.8% | 2.2% | 1.8% |
|
INCYTE CORP | 2.9% | 1.8% | 1.8% |
QFRD Overweight Relative to SMRI
|
DATADOG INC CLASS A | 6.1% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
CADENCE DESIGN SYS INC | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
|
SYNOPSYS INC | 3.2% |
|
COINBASE GLOBAL, INC. CLASS A | 3.1% |
|
PALO ALTO NETWORKS INC | 3.0% |
|
VERTEX PHARMACEUTICALS INC | 2.7% |
|
ELECTRONIC ARTS INC | 2.7% |
|
SERVICENOW INC | 2.4% |
QFRD Underweight Relative to SMRI
|
SANDISK CORP | -4.1% |
|
DELL TECHNOLOGIES INC CLASS C | -4.1% |
|
ON SEMICONDUCTOR CORPORATION | -3.3% |
|
CENTENE CORP | -3.1% |
|
HUMANA INC | -3.0% |
|
OKTA, INC. CLASS A | -2.7% |
|
TWILIO, INC. CLASS A | -2.6% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.3% |
|
NEUROCRINE BIOSCIENCES INC | -2.1% |
|
ROYALTY PHARMA PLC CLASS A | -2.1% |