Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
34.3%
% of DFNV's 101 holdings also in IGV
33.3%
% of IGV's 114 holdings also in DFNV
Overlap by Weight
Sector Drift (DFNV minus IGV)
Overlapping Holdings
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| Company | Weight in DFNV |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
ADOBE SYSTEMS INC | 2.2% | 7.6% | 2.2% |
|
SERVICENOW INC | 2.1% | 5.0% | 2.1% |
|
INTUIT INC | 2.1% | 7.4% | 2.1% |
|
PALO ALTO NETWORKS INC | 1.6% | 3.6% | 1.6% |
|
CADENCE DESIGN SYS INC | 1.5% | 3.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
DFNV Overweight Relative to IGV
|
APPLE INC | 7.9% |
|
META PLATFORMS INC | 5.3% |
|
BROADCOM INC. | 4.2% |
|
MERCK & CO. INC. | 3.0% |
|
ABBVIE INC | 2.8% |
|
JOHNSON & JOHNSON | 2.7% |
|
NETFLIX INC | 2.4% |
|
QUALCOMM INC | 2.4% |
|
CISCO SYSTEMS INC | 2.3% |
|
APPLIED MATERIALS INC | 2.0% |
DFNV Underweight Relative to IGV
|
MICROSOFT CORP | -9.1% |
|
SALESFORCE.COM INC | -8.7% |
|
ORACLE CORP | -8.3% |
|
ADOBE SYSTEMS INC | -5.4% |
|
INTUIT INC | -5.3% |
|
SERVICENOW INC | -2.9% |
|
ROPER TECHNOLOGIES, INC. | -2.5% |
|
SYNOPSYS INC | -2.3% |
|
CADENCE DESIGN SYS INC | -2.1% |
|
PALO ALTO NETWORKS INC | -2.0% |