Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
38.0%
% of DRUP's 50 holdings also in QNXT
27.5%
% of QNXT's 70 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% | 2.4% | 2.1% |
|
VERTEX PHARMACEUTICALS INC | 2.0% | 3.4% | 2.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 2.2% | 1.9% |
|
CADENCE DESIGN SYS INC | 1.9% | 1.9% | 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
 |
MERCADOLIBRE INC | -2.8% |
|
ANALOG DEVICES INC | -2.7% |
|
MICRON TECHNOLOGY INC | -2.7% |
|
INTEL CORP | -2.6% |
|
MONDELEZ INTERNATIONAL INC-A | -2.4% |
|
APPLOVIN CORP. CLASS A | -2.3% |
|
CINTAS CORP | -2.2% |
|
O'REILLY AUTOMOTIVE INC | -2.2% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.2% |
|
DOORDASH, INC. CLASS A | -1.9% |