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
50%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
QGRW
100
HOLDINGS
16%
ALSO IN SEMG
SEMG
23
HOLDINGS
70%
ALSO IN QGRW
SECTOR DRIFT (QGRW minus SEMG)
OVERLAPPING HOLDINGS
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| Company | Weight in QGRW |
Weight in SEMG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.5% | 10.9% | 10.9% |
|
ALPHABET INC. CLASS A | 10.3% | 14.0% | 10.3% |
|
MICROSOFT CORP | 6.5% | 7.4% | 6.5% |
|
APPLE INC | 6.6% | 4.9% | 4.9% |
|
BROADCOM INC. | 4.2% | 4.3% | 4.2% |
QGRW Overweight Relative to SEMG
|
AMAZON.COM INC | 5.1% |
|
NVIDIA CORP | 3.5% |
|
META PLATFORMS INC | 3.1% |
|
MICRON TECHNOLOGY INC | 3.1% |
|
TESLA MOTORS INC | 2.5% |
|
ORACLE CORP | 2.1% |
|
ADVANCED MICRO DEVICES | 1.9% |
|
APPLE INC | 1.7% |
|
CATERPILLAR INC | 1.5% |
|
LAM RESEARCH CORP | 1.3% |
QGRW Underweight Relative to SEMG
|
MCKESSON CORP | -4.8% |
|
WW GRAINGER INC | -4.8% |
|
VISA INC. CLASS A | -3.8% |
|
ALPHABET INC. CLASS A | -3.7% |
|
STRYKER CORP | -3.5% |
|
S&P GLOBAL, INC. | -2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.5% |
|
MASTERCARD INCORPORATED CLASS A | -2.2% |
|
INTUIT INC | -2.0% |
|
ELI LILLY & CO | -1.9% |