Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
12.6%
% of TMFX's 190 holdings also in QQJG
27.6%
% of QQJG's 87 holdings also in TMFX
Overlap by Weight
Sector Drift (TMFX minus QQJG)
Overlapping Holdings
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| Company | Weight in TMFX |
Weight in QQJG |
Overlap | |
|---|---|---|---|---|
 |
TRACTOR SUPPLY COMPANY | 1.5% | 2.9% | 1.5% |
|
ALNYLAM PHARMACEUTICALS INC | 1.6% | 1.4% | 1.4% |
|
FIRST SOLAR INC | 1.1% | 1.7% | 1.1% |
|
ZEBRA TECHNOLOGIES CORP-CL A | 1.0% | 2.2% | 1.0% |
|
ULTA BEAUTY INC | 1.0% | 1.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
TMFX Overweight Relative to QQJG
|
AXON ENTERPRISE INC | 2.4% |
|
CLOUDFLARE INC CLASS A | 1.9% |
|
HUBSPOT INC | 1.8% |
|
WABTEC CORP | 1.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 1.6% |
|
LIVE NATION INC | 1.5% |
|
HEICO CORP | 1.5% |
|
CARVANA CO. CLASS A | 1.5% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 1.5% |
|
GODADDY, INC. CLASS A | 1.4% |
TMFX Underweight Relative to QQJG
|
EBAY INC | -2.7% |
|
WESTERN DIGITAL CORP | -2.4% |
|
NETAPP INC | -2.2% |
|
MONOLITHIC POWER SYSTEMS INC | -2.2% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -1.9% |
|
TRIMBLE NAVIGATION LTD | -1.9% |
|
PTC INC. | -1.8% |
|
TERADYNE INC | -1.7% |
 |
FLEXTRONICS INTL LTD | -1.7% |