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
QQQG
50
HOLDINGS
48%
ALSO IN DRUP
DRUP
50
HOLDINGS
48%
ALSO IN QQQG
SECTOR DRIFT (QQQG minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in QQQG |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 3.8% | 2.8% | 2.8% |
|
LAM RESEARCH CORP | 3.8% | 2.4% | 2.4% |
|
TEXAS INSTRUMENTS INC | 3.7% | 2.4% | 2.4% |
|
KLA CORPORATION | 2.9% | 2.1% | 2.1% |
|
QUALCOMM INC | 2.0% | 2.7% | 2.0% |
QQQG Overweight Relative to DRUP
|
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% |
QQQG Underweight Relative to DRUP
|
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% |