Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
36.0%
% of DRUP's 50 holdings also in INNO
27.7%
% of INNO's 68 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus INNO)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in INNO |
Overlap | |
|---|---|---|---|---|
 |
DANAHER CORP | 2.6% | 3.2% | 2.6% |
|
SERVICENOW INC | 2.5% | 4.0% | 2.5% |
|
LAM RESEARCH CORP | 2.4% | 4.5% | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% | 3.1% | 2.4% |
|
MICROSOFT CORP | 9.2% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to INNO
|
MICROSOFT CORP | 7.0% |
|
META PLATFORMS INC | 5.1% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
QUALCOMM INC | 2.7% |
|
ALPHABET INC. CLASS A | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
|
VERTEX PHARMACEUTICALS INC | 2.0% |
DRUP Underweight Relative to INNO
|
NVIDIA CORP | -3.9% |
|
ALPHABET INC. CLASS C | -3.7% |
|
PROGRESSIVE CORP | -3.2% |
 |
LINDE PLC | -2.9% |
 |
MERCADOLIBRE INC | -2.9% |
|
UNITED RENTALS INC | -2.9% |
|
AMAZON.COM INC | -2.9% |
|
FISERV, INC. | -2.8% |
|
SHOPIFY, INC. CLASS A | -2.3% |
|
LAM RESEARCH CORP | -2.0% |