Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
ROE
100
HOLDINGS
32%
ALSO IN CHGX
CHGX
101
HOLDINGS
32%
ALSO IN ROE
SECTOR DRIFT (ROE minus CHGX)
OVERLAPPING HOLDINGS
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| Company | Weight in ROE |
Weight in CHGX |
Overlap | |
|---|---|---|---|---|
 |
DELL TECHNOLOGIES INC CLASS C | 2.2% | 2.5% | 2.2% |
|
MICRON TECHNOLOGY INC | 1.6% | 2.0% | 1.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.5% | 1.9% | 1.5% |
|
WESTERN DIGITAL CORP | 1.4% | 1.7% | 1.4% |
|
FORTINET INC | 1.4% | 1.4% | 1.4% |
ROE Overweight Relative to CHGX
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.7% |
|
QUALCOMM INC | 1.6% |
|
SANMINA CORP | 1.4% |
|
NETAPP INC | 1.4% |
 |
NXP SEMICONDUCTORS NV | 1.4% |
|
APPLOVIN CORP. CLASS A | 1.3% |
|
FIRST SOLAR INC | 1.3% |
|
LAM RESEARCH CORP | 1.3% |
|
BROADCOM INC. | 1.2% |
|
JABIL CIRCUIT INC | 1.2% |
ROE Underweight Relative to CHGX
|
SANDISK CORP | -2.3% |
|
ADVANCED MICRO DEVICES | -2.1% |
|
INTEL CORP | -2.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.6% |
|
CIENA CORP | -1.4% |
|
PALO ALTO NETWORKS INC | -1.4% |
|
STEEL DYNAMICS INC | -1.2% |
|
UNITEDHEALTH GROUP INC | -1.1% |
|
CADENCE DESIGN SYS INC | -1.1% |
|
TERADYNE INC | -1.0% |