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 POWA
20.0%
% of POWA's 50 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus POWA)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in POWA |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 2.5% | 2.4% | 2.4% |
|
MICROSOFT CORP | 9.2% | 1.9% | 1.9% |
|
VERTEX PHARMACEUTICALS INC | 2.0% | 1.9% | 1.9% |
|
CADENCE DESIGN SYS INC | 1.9% | 2.0% | 1.9% |
|
SYNOPSYS INC | 1.9% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to POWA
|
MICROSOFT CORP | 7.3% |
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
BROADCOM INC. | 4.8% |
|
SALESFORCE.COM INC | 3.5% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
DANAHER CORP | 2.6% |
DRUP Underweight Relative to POWA
|
FASTENAL CO | -2.3% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -2.3% |
|
CUMMINS INC | -2.3% |
|
AMETEK INC | -2.3% |
 |
CRH PLC | -2.2% |
|
WAL-MART STORES INC | -2.2% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -2.2% |
|
APTARGROUP INC | -2.2% |
|
LOWE'S COS INC | -2.2% |
|
HEICO CORP | -2.2% |