Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
30.3%
% of COWG's 100 holdings also in IGV
29.4%
% of IGV's 114 holdings also in COWG
Overlap by Weight
Sector Drift (COWG minus IGV)
Overlapping Holdings
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| Company | Weight in COWG |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.7% | 2.9% | 2.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.4% | 1.8% | 1.8% |
|
DATADOG INC CLASS A | 1.7% | 1.7% | 1.7% |
|
SALESFORCE.COM INC | 1.6% | 8.3% | 1.6% |
|
SERVICENOW INC | 1.5% | 4.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
COWG Overweight Relative to IGV
|
META PLATFORMS INC | 2.8% |
|
GODADDY, INC. CLASS A | 2.7% |
|
DECKERS OUTDOOR CORP | 2.7% |
|
NVIDIA CORP | 2.5% |
|
QUALCOMM INC | 1.8% |
|
CARLISLE COS INC | 1.8% |
|
ARISTA NETWORKS, INC. | 1.7% |
|
BROADCOM INC. | 1.7% |
 |
GARMIN LTD | 1.6% |
|
KLA CORPORATION | 1.6% |
COWG Underweight Relative to IGV
|
ORACLE CORP | -8.1% |
|
MICROSOFT CORP | -7.7% |
|
ADOBE SYSTEMS INC | -7.3% |
|
SALESFORCE.COM INC | -6.7% |
|
INTUIT INC | -6.3% |
|
SYNOPSYS INC | -3.6% |
|
SERVICENOW INC | -3.4% |
|
PALO ALTO NETWORKS INC | -2.6% |
|
CADENCE DESIGN SYS INC | -2.2% |
|
ROPER TECHNOLOGIES, INC. | -1.8% |