Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
25
Number of overlapping holdings
55.6%
% of QTEC's 46 holdings also in COWG
25.3%
% of COWG's 100 holdings also in QTEC
Overlap by Weight
Sector Drift (QTEC minus COWG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in QTEC |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
ATLASSIAN CORP. CLASS A | 2.3% | 2.5% | 2.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.2% | 3.9% | 2.2% |
|
APPLOVIN CORP. CLASS A | 2.1% | 3.9% | 2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% | 2.0% | 2.0% |
|
FORTINET INC | 2.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
QTEC Overweight Relative to COWG
|
COGNIZANT TECH SOLUTIONS-A | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.3% |
|
SYNOPSYS INC | 2.3% |
|
CDW CORP/DE | 2.3% |
|
ADVANCED MICRO DEVICES | 2.3% |
|
DOORDASH, INC. CLASS A | 2.3% |
|
GLOBALFOUNDRIES INC. | 2.3% |
|
APPLIED MATERIALS INC | 2.3% |
|
MICROSTRATEGY INC-CL A | 2.3% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 2.3% |
QTEC 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% |
|
GILEAD SCIENCES INC | -1.9% |
|
F5 NETWORKS INC | -1.9% |
|
APPLOVIN CORP. CLASS A | -1.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.7% |