ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
| Holding | FDND | QQQ | Difference |
|---|
| AMZN Amazon.com, Inc. |
10.03% | 4.26% |
+5.77% |
| META Meta Platforms, Inc.… |
10.03% | 3.04% |
+6.99% |
| GOOGL Alphabet Inc. (Class A) |
5.48% | 2.99% |
+2.49% |
| GOOG Alphabet Inc. (Class C) |
4.40% | 2.79% |
+1.60% |
| CSCO Cisco Systems, Inc. |
8.65% | 1.85% |
+6.80% |
| NFLX Netflix, Inc. |
5.56% | 1.21% |
+4.36% |
| BKNG Booking Holdings Inc. |
4.08% | 0.51% |
+3.57% |
| DDOG Datadog, Inc. (Class A) |
3.16% | 0.40% |
+2.76% |
| DASH DoorDash, Inc. (Class A) |
2.35% | 0.32% |
+2.03% |
| ABNB Airbnb, Inc. (Class A) |
2.52% | 0.32% |
+2.20% |
| PYPL PayPal Holdings, Inc. |
1.69% | 0.21% |
+1.48% |
| WDAY Workday, Inc. (Class A) |
1.47% | 0.18% |
+1.29% |
| CPRT Copart, Inc. |
0.85% | 0.12% |
+0.74% |
| CRWV CoreWeave, Inc. (Class A) |
0.72% | 0.11% |
+0.61% |
Biggest Weighting Differences
| Holding | FDND | QQQ | Δ |
|---|
| META |
10.03% | 3.04% |
+6.99% |
| CSCO |
8.65% | 1.85% |
+6.80% |
| AMZN |
10.03% | 4.26% |
+5.77% |
| NFLX |
5.56% | 1.21% |
+4.36% |
| BKNG |
4.08% | 0.51% |
+3.57% |
| DDOG |
3.16% | 0.40% |
+2.76% |
| GOOGL |
5.48% | 2.99% |
+2.49% |
| ABNB |
2.52% | 0.32% |
+2.20% |
| DASH |
2.35% | 0.32% |
+2.03% |
| GOOG |
4.40% | 2.79% |
+1.60% |
| PYPL |
1.69% | 0.21% |
+1.48% |
| WDAY |
1.47% | 0.18% |
+1.29% |
Only in FDND
| CRM Salesforce, Inc. |
4.68% |
| ANET Arista Networks, Inc. |
4.10% |
| SNOW Snowflake Inc. (Class A) |
3.93% |
| NET Cloudflare, Inc. (Class A) |
3.65% |
| ORCL Oracle Corporation |
3.58% |
| EBAY eBay Inc. |
1.68% |
| VEEV Veeva Systems Inc. (Class A) |
1.67% |
| CIEN Ciena Corporation |
1.59% |
| CVNA Carvana Co. (Class A) |
1.45% |
| TEAM Atlassian Corporation (Class… |
1.27% |
| OKTA Okta, Inc. |
1.24% |
| RBLX Roblox Corporation (Class A) |
1.23% |
| FFIV F5, Inc. |
0.90% |
| ZM Zoom Communications, Inc.… |
0.88% |
| VRSN VeriSign, Inc. |
0.85% |
Only in QQQ
| NVDA NVIDIA Corp |
8.10% |
| AAPL Apple Inc |
8.08% |
| MSFT Microsoft Corp |
6.20% |
| MU Micron Technology Inc |
4.36% |
| AMD Advanced Micro Devices Inc |
3.71% |
| TSLA Tesla Inc |
3.11% |
| SPCX Space Exploration… |
2.78% |
| WMT Walmart Inc |
2.56% |
| AVGO Broadcom Inc |
2.44% |
| INTC Intel Corp |
2.01% |
| PLTR Palantir Technologies Inc |
1.99% |
| COST Costco Wholesale Corp |
1.96% |
| PANW Palo Alto Networks Inc |
1.36% |
| AMAT Applied Materials Inc |
1.32% |
| LRCX Lam Research Corp |
1.27% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.