Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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38
Number of overlapping holdings
38.0%
% of DFNV's 102 holdings also in IGV
37.6%
% of IGV's 115 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 | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 2.7% | 7.6% | 2.7% |
|
SERVICENOW INC | 2.6% | 6.7% | 2.6% |
|
ADOBE SYSTEMS INC | 2.5% | 5.5% | 2.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.1% | 8.4% | 2.1% |
|
INTUIT INC | 2.0% | 4.3% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
DFNV Overweight Relative to IGV
|
APPLE INC | 9.4% |
|
BROADCOM INC. | 4.5% |
|
JOHNSON & JOHNSON | 2.7% |
|
ABBVIE INC | 2.6% |
|
MERCK & CO. INC. | 2.4% |
|
INTL BUSINESS MACHINES CORP | 2.2% |
|
QUALCOMM INC | 1.9% |
|
BRISTOL-MYERS SQUIBB CO | 1.8% |
|
GILEAD SCIENCES INC | 1.8% |
|
ARISTA NETWORKS, INC. | 1.8% |
DFNV Underweight Relative to IGV
|
MICROSOFT CORP | -8.7% |
|
ORACLE CORP | -7.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.3% |
|
SALESFORCE.COM INC | -4.9% |
|
SERVICENOW INC | -4.1% |
|
MICROSTRATEGY INC-CL A | -3.2% |
|
ADOBE SYSTEMS INC | -3.0% |
|
CADENCE DESIGN SYS INC | -2.9% |
|
SYNOPSYS INC | -2.5% |
|
PALO ALTO NETWORKS INC | -2.4% |