Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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53
Number of overlapping holdings
33.1%
% of AIEQ's 160 holdings also in UPSD
53.0%
% of UPSD's 100 holdings also in AIEQ
Overlap by Weight
Sector Drift (AIEQ minus UPSD)
Overlapping Holdings
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Company | Weight in AIEQ |
Weight in UPSD |
Overlap | |
---|---|---|---|---|
APPLE INC | 4.9% | 5.0% | 4.9% | |
NVIDIA CORP | 4.6% | 4.9% | 4.6% | |
MICROSOFT CORP | 4.3% | 4.7% | 4.3% | |
AMAZON.COM INC | 3.4% | 2.0% | 2.0% | |
ELI LILLY & CO | 1.3% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
AIEQ Overweight Relative to UPSD
TESLA MOTORS INC | 2.8% | |
BROADCOM INC. | 2.0% | |
AMAZON.COM INC | 1.4% | |
META PLATFORMS INC | 1.3% | |
JPMORGAN CHASE & CO | 1.2% | |
ALPHABET INC. CLASS A | 1.1% | |
BERKSHIRE HATHAWAY INC-CL B | 1.0% | |
PALANTIR TECHNOLOGIES INC. CLASS A | 1.0% | |
MICROSTRATEGY INC-CL A | 1.0% | |
MARVELL TECHNOLOGY, INC. | 0.9% |
AIEQ Underweight Relative to UPSD
AMERISOURCEBERGEN CORP | -1.6% | |
SYSCO CORP | -1.3% | |
VERISK ANALYTICS INC-CLASS A | -1.3% | |
KIMBERLY-CLARK CORP | -1.3% | |
CHENIERE ENERGY INC | -1.2% | |
ILLINOIS TOOL WORKS | -1.2% | |
COLGATE-PALMOLIVE CO | -1.1% | |
WW GRAINGER INC | -1.1% | |
CHIPOTLE MEXICAN GRILL-CL A | -1.0% | |
GARTNER INC | -1.0% |