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
27
# OF OVERLAPPING
HOLDINGS
USRD
50
HOLDINGS
54%
ALSO IN QQEW
QQEW
50
HOLDINGS
55%
ALSO IN USRD
SECTOR DRIFT (USRD minus QQEW)
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 USRD |
Weight in QQEW |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 3.1% | 3.3% | 3.1% |
|
FORTINET INC | 3.0% | 3.1% | 3.0% |
 |
ARM HOLDINGS PLC | 2.8% | 4.6% | 2.8% |
|
PALO ALTO NETWORKS INC | 2.6% | 2.9% | 2.6% |
|
LAM RESEARCH CORP | 2.1% | 2.3% | 2.1% |
USRD Overweight Relative to QQEW
|
SUPER MICRO COMPUTER, INC. | 2.6% |
|
CISCO SYSTEMS INC | 2.3% |
|
ORACLE CORP | 2.3% |
|
ADVANCED MICRO DEVICES | 2.3% |
|
SERVICENOW INC | 2.2% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
QUALCOMM INC | 2.1% |
|
ELI LILLY & CO | 2.1% |
|
APPLIED MATERIALS INC | 2.0% |
|
VEEVA SYSTEMS INC-CLASS A | 1.9% |
USRD Underweight Relative to QQEW
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.6% |
|
MICRON TECHNOLOGY INC | -3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.9% |
|
KLA CORPORATION | -2.3% |
|
APPLOVIN CORP. CLASS A | -2.2% |
 |
ASML HOLDING NV-NY REG SHS | -2.2% |
|
MONSTER BEVERAGE CORPORATION | -2.1% |
|
NVIDIA CORP | -2.1% |
|
AUTOMATIC DATA PROCESSING | -2.0% |
|
ROSS STORES INC | -1.9% |