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
10%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
QQQJ
105
HOLDINGS
7%
ALSO IN ADDS
ADDS
40
HOLDINGS
18%
ALSO IN QQQJ
SECTOR DRIFT (QQQJ minus ADDS)
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 QQQJ |
Weight in ADDS |
Overlap | |
|---|---|---|---|---|
 |
ASTERA LABS INC | 3.3% | 5.3% | 3.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.2% | 3.7% | 2.2% |
|
ILLUMINA INC | 1.2% | 12.4% | 1.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.1% | 4.9% | 1.1% |
|
ROYALTY PHARMA PLC CLASS A | 1.1% | 2.1% | 1.1% |
QQQJ Overweight Relative to ADDS
|
TERADYNE INC | 3.2% |
 |
NEBIUS GROUP NV | 3.0% |
 |
FLEXTRONICS INTL LTD | 2.5% |
|
COREWEAVE INC-CL A | 2.4% |
|
EBAY INC | 2.3% |
|
ON SEMICONDUCTOR CORPORATION | 2.2% |
|
GLOBALFOUNDRIES INC. | 2.2% |
|
UNITED CONTINENTAL HOLDINGS | 1.8% |
|
STEEL DYNAMICS INC | 1.7% |
 |
ELBIT SYSTEMS LTD | 1.7% |
QQQJ Underweight Relative to ADDS
|
BLOOM ENERGY CORPORATION CLASS A | -12.7% |
|
CHENIERE ENERGY INC | -12.4% |
|
ILLUMINA INC | -11.3% |
|
ALLEGHENY TECHNOLOGIES INC | -9.6% |
 |
TECHNIPFMC PLC | -5.2% |
|
VONAGE HOLDINGS CORP. | -5.0% |
|
TWILIO, INC. CLASS A | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.8% |
|
INTEGRATED ELECTRICAL SERVIC | -2.4% |
|
CENTURI HOLDINGS INC | -2.2% |