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
20%
OVERLAP
BY WEIGHT
57
# OF OVERLAPPING
HOLDINGS
TRFM
280
HOLDINGS
20%
ALSO IN TSNF
TSNF
145
HOLDINGS
39%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus TSNF)
OVERLAPPING HOLDINGS
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| Company | Weight in TRFM |
Weight in TSNF |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 1.0% | 1.0% | 1.0% |
|
BLOCK INC. | 0.8% | 0.9% | 0.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.7% | 0.9% | 0.7% |
|
NVIDIA CORP | 0.6% | 0.8% | 0.6% |
|
TERADYNE INC | 0.6% | 0.7% | 0.6% |
TRFM Overweight Relative to TSNF
|
SALESFORCE.COM INC | 1.0% |
|
AIRBNB, INC. CLASS A | 0.9% |
|
WORKDAY INC-CLASS A | 0.9% |
|
DOORDASH, INC. CLASS A | 0.9% |
|
SERVICENOW INC | 0.8% |
|
CONSTELLATION ENERGY CORPORATION | 0.8% |
|
PARKER HANNIFIN CORP | 0.8% |
|
INTUIT INC | 0.8% |
|
DELL TECHNOLOGIES INC CLASS C | 0.7% |
|
UBER TECHNOLOGIES, INC. | 0.7% |
TRFM Underweight Relative to TSNF
|
APPIAN CORPORATION CLASS A | -1.1% |
|
BITMINE IMMERSION TECHNOLOGI | -1.1% |
|
CHARLES RIVER LABORATORIES | -1.1% |
|
AVANTOR, INC. | -1.1% |
|
NATERA INC | -1.0% |
|
ELASTIC NV | -1.0% |
|
HINGE HEALTH INC-A | -1.0% |
|
IQVIA HOLDINGS INC | -1.0% |
|
UIPATH INC CLASS A | -1.0% |
|
BIO-TECHNE CORPORATION | -0.9% |