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%
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