Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
17.2%
% of COWG's 99 holdings also in QQJG
19.1%
% of QQJG's 89 holdings also in COWG
Overlap by Weight
Sector Drift (COWG minus QQJG)
Overlapping Holdings
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| Company | Weight in COWG |
Weight in QQJG |
Overlap | |
|---|---|---|---|---|
 |
DOCUSIGN, INC. | 1.4% | 1.4% | 1.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.2% | 1.7% | 1.2% |
|
F5 NETWORKS INC | 1.7% | 1.2% | 1.2% |
|
MANHATTAN ASSOCIATES INC | 1.1% | 1.2% | 1.1% |
|
UNITED THERAPEUTICS CORP | 1.3% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
COWG Overweight Relative to QQJG
|
UBIQUITI INC. | 4.2% |
|
TEXAS PACIFIC LAND CORPORATION | 4.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.6% |
|
APPLOVIN CORP. CLASS A | 3.2% |
|
DOXIMITY, INC. CLASS A | 2.8% |
|
FAIR ISAAC CORP | 2.2% |
|
DT MIDSTREAM, INC. | 2.0% |
|
ATLASSIAN CORP. CLASS A | 2.0% |
|
FORTINET INC | 2.0% |
|
SERVICENOW INC | 1.9% |
COWG Underweight Relative to QQJG
|
EBAY INC | -2.6% |
|
TRACTOR SUPPLY COMPANY | -2.5% |
|
WESTERN DIGITAL CORP | -2.2% |
|
NETAPP INC | -2.0% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -2.0% |
|
TERADYNE INC | -1.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.8% |
|
TRIMBLE NAVIGATION LTD | -1.7% |
|
ULTA BEAUTY INC | -1.7% |
 |
FLEXTRONICS INTL LTD | -1.7% |