Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
28.0%
% of DRUP's 50 holdings also in MGRO
33.3%
% of MGRO's 44 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus MGRO)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in MGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 4.7% | 4.7% |
|
ALPHABET INC. CLASS A | 4.9% | 2.6% | 2.6% |
|
ADOBE SYSTEMS INC | 2.7% | 2.3% | 2.3% |
|
SALESFORCE.COM INC | 3.5% | 2.1% | 2.1% |
|
META PLATFORMS INC | 6.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to MGRO
|
META PLATFORMS INC | 4.8% |
|
BROADCOM INC. | 4.8% |
|
MICROSOFT CORP | 4.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
ALPHABET INC. CLASS A | 2.3% |
DRUP Underweight Relative to MGRO
|
MARKETAXESS HOLDINGS INC | -5.1% |
|
TRANSUNION | -4.6% |
|
TERADYNE INC | -4.2% |
|
VEEVA SYSTEMS INC-CLASS A | -3.9% |
|
MONOLITHIC POWER SYSTEMS INC | -3.6% |
|
YUM! BRANDS INC | -3.4% |
 |
ALLEGION PLC | -3.3% |
|
WEST PHARMACEUTICAL SERVICES | -2.7% |
|
EQUIFAX INC | -2.7% |
|
TYLER TECHNOLOGIES INC | -2.7% |