Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.0%
% of DRUP's 50 holdings also in WFH
39.5%
% of WFH's 41 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus WFH)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.9% | 3.3% | 3.3% |
|
BROADCOM INC. | 4.8% | 2.9% | 2.9% |
|
MICROSOFT CORP | 9.2% | 2.7% | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% | 2.6% | 2.6% |
|
SERVICENOW INC | 2.5% | 2.9% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to WFH
|
MICROSOFT CORP | 6.5% |
|
META PLATFORMS INC | 4.4% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
DRUP Underweight Relative to WFH
|
ORACLE CORP | -3.2% |
|
8X8, INC. | -3.1% |
|
NETAPP INC | -3.1% |
|
SMARTSHEET, INC. CLASS A | -3.0% |
|
SYNNEX CORP | -2.9% |
|
RINGCENTRAL, INC. CLASS A | -2.8% |
|
DOCUSIGN, INC. | -2.7% |
 |
YY INC-ADR | -2.7% |
|
PEGASYSTEMS INC | -2.7% |
|
AMAZON.COM INC | -2.7% |