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
60%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
27%
ALSO IN IGV
IGV
111
HOLDINGS
26%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus IGV)
OVERLAPPING HOLDINGS
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| Company | Weight in GFLW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 10.3% | 9.9% | 9.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 9.4% | 8.9% | 8.9% |
|
SERVICENOW INC | 4.3% | 4.5% | 4.3% |
|
FORTINET INC | 12.5% | 4.0% | 4.0% |
|
SALESFORCE.COM INC | 4.1% | 3.9% | 3.9% |
GFLW Overweight Relative to IGV
|
ELI LILLY & CO | 25.7% |
|
NVIDIA CORP | 23.6% |
|
SANDISK CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
LAM RESEARCH CORP | 16.6% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
GFLW Underweight Relative to IGV
|
MICROSOFT CORP | -8.6% |
|
ORACLE CORP | -6.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.0% |
|
SYNOPSYS INC | -3.3% |
|
STRATEGY INC | -1.9% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.3% |
|
ROPER TECHNOLOGIES, INC. | -1.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -0.9% |
|
PTC INC. | -0.7% |
|
UNITY SOFTWARE, INC. | -0.6% |