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
42%
OVERLAP
BY WEIGHT
36
# OF OVERLAPPING
HOLDINGS
QQQG
50
HOLDINGS
72%
ALSO IN COWG
COWG
100
HOLDINGS
36%
ALSO IN QQQG
SECTOR DRIFT (QQQG minus COWG)
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 QQQG |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 5.4% | 4.4% | 4.4% |
|
SANDISK CORP | 5.4% | 4.0% | 4.0% |
|
LAM RESEARCH CORP | 3.7% | 2.8% | 2.8% |
|
FORTINET INC | 2.4% | 2.2% | 2.2% |
|
KLA CORPORATION | 3.2% | 2.2% | 2.2% |
QQQG Overweight Relative to COWG
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.2% |
|
APPLIED MATERIALS INC | 4.5% |
|
ADVANCED MICRO DEVICES | 3.5% |
|
TEXAS INSTRUMENTS INC | 3.4% |
|
MONOLITHIC POWER SYSTEMS INC | 2.6% |
|
CISCO SYSTEMS INC | 2.6% |
 |
NXP SEMICONDUCTORS NV | 2.3% |
|
MONSTER BEVERAGE CORPORATION | 2.2% |
|
AMGEN INC | 2.1% |
|
ELECTRONIC ARTS INC | 1.5% |
QQQG Underweight Relative to COWG
|
IRIDIUM COMMUNICATIONS INC. | -4.2% |
|
ASTERA LABS INC | -2.9% |
|
OKTA, INC. CLASS A | -2.1% |
|
F5 NETWORKS INC | -1.9% |
|
NETAPP INC | -1.9% |
|
SOUTHERN COPPER CORP | -1.7% |
|
TEXAS PACIFIC LAND CORPORATION | -1.5% |
|
JAZZ PHARMACEUTICALS PLC | -1.5% |
|
ARISTA NETWORKS, INC. | -1.3% |
|
CIRRUS LOGIC INC | -1.2% |