Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
16
Number of overlapping holdings
32.0%
% of DRUP's 50 holdings also in QNXT
23.5%
% of QNXT's 69 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus QNXT)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in QNXT |
Overlap | |
|---|---|---|---|---|
 |
LAM RESEARCH CORP | 2.4% | 2.5% | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% | 2.3% | 2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 2.2% | 1.9% |
|
SYNOPSYS INC | 1.9% | 2.2% | 1.9% |
|
CADENCE DESIGN SYS INC | 1.9% | 2.2% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to QNXT
|
MICROSOFT CORP | 9.2% |
|
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 QNXT
|
STARBUCKS CORP | -3.1% |
|
GILEAD SCIENCES INC | -3.0% |
|
MICRON TECHNOLOGY INC | -2.9% |
|
INTEL CORP | -2.9% |
 |
MERCADOLIBRE INC | -2.6% |
|
PAYPAL HOLDINGS INC | -2.4% |
|
CINTAS CORP | -2.4% |
|
MONDELEZ INTERNATIONAL INC-A | -2.4% |
|
MARRIOTT INTERNATIONAL-CL A | -2.2% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.1% |