Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
72.0%
% of QQQG's 50 holdings also in COWG
36.4%
% of COWG's 100 holdings also in QQQG
Overlap by Weight
Sector Drift (QQQG minus COWG)
Overlapping Holdings
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| Company | Weight in QQQG |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 4.4% | 3.9% | 3.9% |
|
APPLOVIN CORP. CLASS A | 4.1% | 3.9% | 3.9% |
|
ATLASSIAN CORP. CLASS A | 3.2% | 2.5% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% | 2.0% | 2.0% |
|
GILEAD SCIENCES INC | 3.1% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
QQQG Overweight Relative to COWG
|
NETFLIX INC | 3.6% |
|
CISCO SYSTEMS INC | 2.5% |
|
FORTINET INC | 2.4% |
 |
MERCADOLIBRE INC | 2.2% |
|
AUTOMATIC DATA PROCESSING | 2.1% |
|
MONSTER BEVERAGE CORPORATION | 1.9% |
|
ALPHABET INC. CLASS A | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% |
|
COPART INC | 1.9% |
|
CINTAS CORP | 1.8% |
QQQG Underweight Relative to COWG
|
DOXIMITY, INC. CLASS A | -3.1% |
|
UBIQUITI INC. | -2.8% |
|
TEXAS PACIFIC LAND CORPORATION | -2.4% |
|
DUOLINGO, INC. CLASS A | -2.2% |
|
EXELIXIS INC | -2.0% |
|
DOCUSIGN, INC. | -1.9% |
|
F5 NETWORKS INC | -1.9% |
|
VERISIGN INC | -1.6% |
|
PHILIP MORRIS INTERNATIONAL | -1.5% |
|
DT MIDSTREAM, INC. | -1.5% |