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
39
Number of overlapping holdings
39.0%
% of DFNV's 100 holdings also in IGV
38.2%
% of IGV's 114 holdings also in DFNV
Overlap by Weight
Sector Drift (DFNV minus IGV)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in DFNV |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 2.7% | 5.4% | 2.7% |
|
ADOBE SYSTEMS INC | 2.5% | 8.9% | 2.5% |
|
SALESFORCE.COM INC | 2.5% | 9.1% | 2.5% |
|
INTUIT INC | 2.3% | 6.9% | 2.3% |
|
PALO ALTO NETWORKS INC | 1.8% | 4.3% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
DFNV Overweight Relative to IGV
|
APPLE INC | 8.6% |
|
BROADCOM INC. | 4.5% |
|
ABBVIE INC | 3.2% |
|
JOHNSON & JOHNSON | 2.9% |
|
QUALCOMM INC | 2.5% |
|
INTL BUSINESS MACHINES CORP | 2.3% |
|
UBER TECHNOLOGIES, INC. | 2.1% |
|
AMGEN INC | 2.0% |
|
GILEAD SCIENCES INC | 1.9% |
|
BRISTOL-MYERS SQUIBB CO | 1.8% |
DFNV Underweight Relative to IGV
|
ORACLE CORP | -9.4% |
|
MICROSOFT CORP | -7.7% |
|
SALESFORCE.COM INC | -6.6% |
|
ADOBE SYSTEMS INC | -6.3% |
|
INTUIT INC | -4.6% |
|
SYNOPSYS INC | -3.0% |
|
CADENCE DESIGN SYS INC | -2.9% |
|
SERVICENOW INC | -2.8% |
|
PALO ALTO NETWORKS INC | -2.5% |
|
ROPER TECHNOLOGIES, INC. | -2.3% |