Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
22%
ALSO IN TMAT
TMAT
85
HOLDINGS
13%
ALSO IN QQQG
SECTOR DRIFT (QQQG minus TMAT)
OVERLAPPING HOLDINGS
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| Company | Weight in QQQG |
Weight in TMAT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 4.6% | 4.6% | 4.6% |
|
PALO ALTO NETWORKS INC | 4.1% | 5.0% | 4.1% |
|
FORTINET INC | 3.9% | 2.2% | 2.2% |
|
ADVANCED MICRO DEVICES | 4.8% | 2.2% | 2.2% |
|
MARVELL TECHNOLOGY, INC. | 4.5% | 1.2% | 1.2% |
QQQG Overweight Relative to TMAT
|
DATADOG INC CLASS A | 4.9% |
|
SANDISK CORP | 4.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.2% |
|
ASTERA LABS INC | 3.7% |
|
WESTERN DIGITAL CORP | 3.3% |
|
MARVELL TECHNOLOGY, INC. | 3.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.8% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
CISCO SYSTEMS INC | 2.3% |
|
CSX CORP | 2.2% |
QQQG Underweight Relative to TMAT
|
HINGE HEALTH INC-A | -3.2% |
|
RUBRIK INC-A | -3.2% |
|
LUMENTUM HOLDINGS INC | -2.5% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | -2.2% |
|
VARONIS SYSTEMS INC | -2.2% |
|
CLEAR SECURE, INC. CLASS A | -2.1% |
|
VICOR CORP | -2.0% |
|
KEYSIGHT TECHNOLOGIES INC | -1.9% |
|
CLOUDFLARE INC CLASS A | -1.8% |
|
VERACYTE INC | -1.8% |