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
19
Number of overlapping holdings
18.6%
% of IGV's 114 holdings also in DRUP
38.0%
% of DRUP's 50 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus DRUP)
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 IGV |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.1% | 9.2% | 9.1% |
|
SALESFORCE.COM INC | 8.2% | 3.5% | 3.5% |
|
ADOBE SYSTEMS INC | 7.8% | 2.7% | 2.7% |
|
SERVICENOW INC | 4.8% | 2.5% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.2% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to DRUP
|
ORACLE CORP | 8.0% |
|
INTUIT INC | 7.6% |
|
ADOBE SYSTEMS INC | 5.1% |
|
SALESFORCE.COM INC | 4.7% |
|
ROPER TECHNOLOGIES, INC. | 2.5% |
|
SERVICENOW INC | 2.3% |
|
PALO ALTO NETWORKS INC | 2.3% |
|
SYNOPSYS INC | 1.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.8% |
|
CADENCE DESIGN SYS INC | 1.6% |
IGV Underweight Relative to DRUP
|
META PLATFORMS INC | -6.8% |
|
ALPHABET INC. CLASS A | -4.9% |
|
BROADCOM INC. | -4.8% |
|
JOHNSON & JOHNSON | -3.5% |
|
APPLIED MATERIALS INC | -2.8% |
|
QUALCOMM INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
LAM RESEARCH CORP | -2.4% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
TEXAS INSTRUMENTS INC | -2.4% |