Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
20.0%
% of DRUP's 50 holdings also in MGRO
25.6%
% of MGRO's 41 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 | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.5% | 6.2% | 3.5% |
|
ADOBE SYSTEMS INC | 2.7% | 3.8% | 2.7% |
|
ALPHABET INC. CLASS A | 4.9% | 2.5% | 2.5% |
|
MICROSOFT CORP | 9.2% | 2.3% | 2.3% |
|
WORKDAY INC-CLASS A | 1.7% | 2.3% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to MGRO
|
MICROSOFT CORP | 6.9% |
|
META PLATFORMS INC | 6.8% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
SERVICENOW INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
ALPHABET INC. CLASS A | 2.4% |
DRUP Underweight Relative to MGRO
|
AMAZON.COM INC | -5.1% |
|
ROCKWELL AUTOMATION INC | -4.9% |
|
TRANSUNION | -4.9% |
|
AGILENT TECHNOLOGIES INC | -4.3% |
|
AUTODESK INC | -3.8% |
|
ESTEE LAUDER COMPANIES-CL A | -3.5% |
|
VEEVA SYSTEMS INC-CLASS A | -3.4% |
|
MARKETAXESS HOLDINGS INC | -2.8% |
 |
ALLEGION PLC | -2.7% |
|
TYLER TECHNOLOGIES INC | -2.7% |