Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
30.0%
% of QGRW's 100 holdings also in DRUP
60.0%
% of DRUP's 50 holdings also in QGRW
Overlap by Weight
Sector Drift (QGRW minus DRUP)
Overlapping Holdings
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| Company | Weight in QGRW |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.3% | 9.2% | 9.2% |
|
ALPHABET INC. CLASS A | 6.1% | 4.9% | 4.9% |
|
META PLATFORMS INC | 4.8% | 6.8% | 4.8% |
|
BROADCOM INC. | 3.8% | 4.8% | 3.8% |
|
INTUITIVE SURGICAL INC | 1.0% | 2.4% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
QGRW Overweight Relative to DRUP
|
APPLE INC | 11.6% |
|
NVIDIA CORP | 9.7% |
|
AMAZON.COM INC | 5.5% |
|
ELI LILLY & CO | 3.4% |
|
VISA INC. CLASS A | 3.1% |
|
TESLA MOTORS INC | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 2.4% |
|
NETFLIX INC | 1.8% |
|
ALPHABET INC. CLASS A | 1.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
QGRW Underweight Relative to DRUP
|
SALESFORCE.COM INC | -3.5% |
|
JOHNSON & JOHNSON | -3.5% |
|
QUALCOMM INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
TEXAS INSTRUMENTS INC | -2.4% |
|
APPLIED MATERIALS INC | -2.1% |
|
META PLATFORMS INC | -2.0% |
|
REGENERON PHARMACEUTICALS | -1.9% |
|
ADOBE SYSTEMS INC | -1.7% |
|
LAM RESEARCH CORP | -1.7% |