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 | FFOG | QQQ | Difference |
|---|
| NVDA NVIDIA CORP |
9.89% | 8.25% |
+1.64% |
| AAPL APPLE INC |
5.57% | 7.34% |
-1.77% |
| AMZN AMAZON.COM INC |
8.90% | 4.23% |
+4.67% |
| MSFT MICROSOFT CORP |
4.05% | 5.93% |
-1.88% |
| META META PLATFORMS INC-CLASS |
4.94% | 3.19% |
+1.74% |
| GOOGL ALPHABET INC-CL A |
8.48% | 3.08% |
+5.40% |
| AMD ADVANCED MICRO DEVICES |
2.69% | 4.09% |
-1.41% |
| AVGO BROADCOM INC |
3.53% | 2.57% |
+0.96% |
| LRCX LAM RESEARCH CORP |
2.25% | 1.64% |
+0.61% |
| TSLA TESLA INC |
1.38% | 3.00% |
-1.62% |
| KLAC KLA CORP |
2.10% | 1.05% |
+1.05% |
| PLTR PALANTIR TECHNOLOGIES INC |
0.98% | 1.98% |
-1.01% |
| SNDK SANDISK CORP |
3.62% | 0.95% |
+2.67% |
| ASML ASML HOLDING NV-NY REG SH |
2.24% | 0.69% |
+1.55% |
| LITE LUMENTUM HOLDINGS INC |
1.69% | 0.41% |
+1.29% |
| CDNS CADENCE DESIGN SYS INC |
0.83% | 0.40% |
+0.43% |
| MELI MERCADOLIBRE INC |
0.48% | 0.39% |
+0.08% |
| MPWR MONOLITHIC POWER SYSTEMS |
1.00% | 0.28% |
+0.72% |
Biggest Weighting Differences
| Holding | FFOG | QQQ | Δ |
|---|
| GOOGL |
8.48% | 3.08% |
+5.40% |
| AMZN |
8.90% | 4.23% |
+4.67% |
| SNDK |
3.62% | 0.95% |
+2.67% |
| MSFT |
4.05% | 5.93% |
-1.88% |
| AAPL |
5.57% | 7.34% |
-1.77% |
| META |
4.94% | 3.19% |
+1.74% |
| NVDA |
9.89% | 8.25% |
+1.64% |
| TSLA |
1.38% | 3.00% |
-1.62% |
| ASML |
2.24% | 0.69% |
+1.55% |
| AMD |
2.69% | 4.09% |
-1.41% |
| LITE |
1.69% | 0.41% |
+1.29% |
| KLAC |
2.10% | 1.05% |
+1.05% |
Only in FFOG
| TSM TAIWAN SEMICONDUCTOR-SP A |
4.13% |
| MA MASTERCARD INC - A |
2.80% |
| 000660.KS SK HYNIX INC |
2.70% |
| NET CLOUDFLARE INC - CLASS A |
2.46% |
| CLS.TO CELESTICA INC |
2.44% |
| BE BLOOM ENERGY CORP- A |
2.14% |
| LLY ELI LILLY & CO |
2.08% |
| NTRA NATERA INC |
2.02% |
| ANET ARISTA NETWORKS INC |
1.54% |
| PWR QUANTA SERVICES INC |
1.46% |
| GEV GE VERNOVA INC |
1.38% |
| SHOP.TO SHOPIFY INC - CLASS A |
1.33% |
| APH AMPHENOL CORP-CL A |
1.07% |
| SNOW SNOWFLAKE INC |
1.06% |
| GH GUARDANT HEALTH INC |
1.00% |
Only in QQQ
| MU Micron Technology Inc |
4.79% |
| SPCX Space Exploration… |
2.87% |
| GOOG Alphabet Inc |
2.87% |
| INTC Intel Corp |
2.27% |
| WMT Walmart Inc |
2.23% |
| CSCO Cisco Systems Inc |
1.92% |
| COST Costco Wholesale Corp |
1.73% |
| AMAT Applied Materials Inc |
1.66% |
| PANW Palo Alto Networks Inc |
1.41% |
| NFLX Netflix Inc |
1.21% |
| CRWD Crowdstrike Holdings Inc |
1.16% |
| TXN Texas Instruments Inc |
1.07% |
| MRVL Marvell Technology Inc |
1.00% |
| AMGN Amgen Inc |
0.92% |
| LIN Linde PLC |
0.92% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.