Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
28.0%
% of QQQG's 50 holdings also in WFH
36.8%
% of WFH's 40 holdings also in QQQG
Overlap by Weight
Sector Drift (QQQG minus WFH)
Overlapping Holdings
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| Company | Weight in QQQG |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
ATLASSIAN CORP. CLASS A | 3.2% | 3.5% | 3.2% |
|
FORTINET INC | 4.2% | 3.0% | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% | 2.9% | 2.9% |
|
META PLATFORMS INC | 2.8% | 2.7% | 2.7% |
|
CISCO SYSTEMS INC | 2.5% | 2.9% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
QQQG Overweight Relative to WFH
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.4% |
|
APPLOVIN CORP. CLASS A | 4.1% |
|
NETFLIX INC | 3.6% |
|
GILEAD SCIENCES INC | 3.1% |
|
BOOKING HOLDINGS INC. | 2.6% |
|
AUTODESK INC | 2.3% |
|
PAYCHEX INC | 2.2% |
 |
MERCADOLIBRE INC | 2.2% |
|
AUTOMATIC DATA PROCESSING | 2.1% |
|
VERISK ANALYTICS INC-CLASS A | 2.0% |
QQQG Underweight Relative to WFH
|
CLOUDFLARE INC CLASS A | -3.7% |
|
OKTA, INC. CLASS A | -3.4% |
 |
YY INC-ADR | -3.2% |
|
DOCUSIGN, INC. | -3.1% |
|
HUBSPOT INC | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |
|
AMAZON.COM INC | -2.6% |