Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
14%
ALSO IN SEMG
SEMG
22
HOLDINGS
64%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.1% | 10.2% | 10.2% |
|
ALPHABET INC. CLASS A | 8.7% | 12.6% | 8.7% |
|
MICROSOFT CORP | 7.9% | 7.3% | 7.3% |
|
APPLE INC | 6.7% | 4.6% | 4.6% |
|
META PLATFORMS INC | 7.1% | 3.8% | 3.8% |
QGRW Overweight Relative to SEMG
|
AMAZON.COM INC | 4.5% |
|
NVIDIA CORP | 4.0% |
|
META PLATFORMS INC | 3.4% |
|
TESLA MOTORS INC | 3.0% |
|
ORACLE CORP | 2.4% |
|
APPLE INC | 2.1% |
|
MICRON TECHNOLOGY INC | 1.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.4% |
|
NETFLIX INC | 1.3% |
|
ADVANCED MICRO DEVICES | 1.2% |
QGRW Underweight Relative to SEMG
|
MCKESSON CORP | -6.0% |
|
WW GRAINGER INC | -4.5% |
|
STRYKER CORP | -4.2% |
|
ALPHABET INC. CLASS A | -4.0% |
|
VISA INC. CLASS A | -3.9% |
|
BOOKING HOLDINGS INC. | -3.8% |
|
INTUIT INC | -3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.7% |
|
MASTERCARD INCORPORATED CLASS A | -2.5% |
|
AUTOMATIC DATA PROCESSING | -2.3% |