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
OVERLAP
29%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
29%
ALSO IN IGV
IGV
111
HOLDINGS
29%
ALSO IN COWG
SECTOR DRIFT (COWG minus IGV)
OVERLAPPING HOLDINGS
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| Company | Weight in COWG |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% | 8.9% | 3.9% |
|
PALO ALTO NETWORKS INC | 3.8% | 9.9% | 3.8% |
|
FORTINET INC | 3.4% | 4.0% | 3.4% |
|
DATADOG INC CLASS A | 3.6% | 3.3% | 3.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.4% | 9.8% | 1.4% |
COWG Overweight Relative to IGV
|
OKTA, INC. CLASS A | 4.1% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 3.1% |
|
MICRON TECHNOLOGY INC | 3.0% |
|
UNITY SOFTWARE, INC. | 2.8% |
|
SANDISK CORP | 2.7% |
|
IRIDIUM COMMUNICATIONS INC. | 2.3% |
|
PAYCOM SOFTWARE INC | 2.2% |
|
F5 NETWORKS INC | 1.8% |
|
VEEVA SYSTEMS INC-CLASS A | 1.7% |
|
ARISTA NETWORKS, INC. | 1.5% |
COWG Underweight Relative to IGV
|
MICROSOFT CORP | -8.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -8.4% |
|
ORACLE CORP | -6.9% |
|
PALO ALTO NETWORKS INC | -6.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -5.1% |
|
SERVICENOW INC | -3.3% |
|
SALESFORCE.COM INC | -3.0% |
|
ADOBE SYSTEMS INC | -2.6% |
|
SYNOPSYS INC | -2.5% |
|
INTUIT INC | -2.5% |