Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
QTEC
46
HOLDINGS
24%
ALSO IN TMAT
TMAT
89
HOLDINGS
13%
ALSO IN QTEC
SECTOR DRIFT (QTEC minus TMAT)
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 QTEC |
Weight in TMAT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 3.3% | 2.9% | 2.9% |
|
PALO ALTO NETWORKS INC | 2.7% | 2.5% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.7% | 1.7% | 1.7% |
|
ADVANCED MICRO DEVICES | 3.8% | 1.6% | 1.6% |
|
AUTODESK INC | 1.5% | 1.8% | 1.5% |
QTEC Overweight Relative to TMAT
 |
ARM HOLDINGS PLC | 4.2% |
|
MARVELL TECHNOLOGY, INC. | 3.9% |
|
INTEL CORP | 3.7% |
|
DATADOG INC CLASS A | 3.1% |
|
QUALCOMM INC | 2.7% |
 |
NXP SEMICONDUCTORS NV | 2.5% |
|
SANDISK CORP | 2.5% |
|
TEXAS INSTRUMENTS INC | 2.5% |
|
MICROCHIP TECHNOLOGY INC | 2.3% |
|
MONOLITHIC POWER SYSTEMS INC | 2.3% |
QTEC Underweight Relative to TMAT
|
VICOR CORP | -3.0% |
|
LUMENTUM HOLDINGS INC | -2.9% |
|
CIENA CORP | -2.6% |
|
CLEAR SECURE, INC. CLASS A | -2.5% |
|
KEYSIGHT TECHNOLOGIES INC | -2.3% |
|
MODINE MANUFACTURING CO | -2.0% |
|
ADVANCED ENERGY INDUSTRIES | -1.9% |
|
AAON INC | -1.9% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | -1.9% |
|
VERTIV HOLDINGS CO. CLASS A | -1.9% |