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
24%
OVERLAP
BY WEIGHT
54
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
55%
ALSO IN TRFM
TRFM
232
HOLDINGS
24%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus TRFM)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in TRFM |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 1.7% | 1.0% | 1.0% |
|
LAM RESEARCH CORP | 0.9% | 1.0% | 0.9% |
|
GE AEROSPACE | 1.2% | 0.8% | 0.8% |
|
AMAZON.COM INC | 4.5% | 0.7% | 0.7% |
|
VISA INC. CLASS A | 1.9% | 0.7% | 0.7% |
QGRW Overweight Relative to TRFM
|
NVIDIA CORP | 13.4% |
|
ALPHABET INC. CLASS A | 8.0% |
|
MICROSOFT CORP | 7.2% |
|
META PLATFORMS INC | 6.5% |
|
APPLE INC | 6.0% |
|
AMAZON.COM INC | 3.8% |
|
ELI LILLY & CO | 3.1% |
|
BROADCOM INC. | 3.0% |
|
TESLA MOTORS INC | 2.3% |
|
ORACLE CORP | 1.8% |
QGRW Underweight Relative to TRFM
|
BOEING CO | -0.8% |
|
ROCKET LAB USA, INC. | -0.8% |
|
SANDISK CORP | -0.7% |
|
TEXAS INSTRUMENTS INC | -0.7% |
|
INTL BUSINESS MACHINES CORP | -0.7% |
|
NEXTERA ENERGY GROUP | -0.7% |
|
APPLOVIN CORP. CLASS A | -0.7% |
|
AFFIRM HOLDINGS, INC. CLASS A | -0.5% |
|
WESTERN DIGITAL CORP | -0.5% |
|
SYMBOTIC, INC. CLASS A | -0.5% |