Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

12
Number of overlapping holdings
11.0%
% of IGV's 119 holdings also in SUBS
24.5%
% of SUBS's 49 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus SUBS)
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 SUBS |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 8.8% | 10.9% | 8.8% | |
ORACLE CORP | 7.3% | 2.8% | 2.8% | |
SALESFORCE.COM INC | 10.3% | 2.6% | 2.6% | |
CADENCE DESIGN SYS INC | 3.2% | 2.2% | 2.2% | |
ADOBE SYSTEMS INC | 8.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to SUBS
SALESFORCE.COM INC | 7.7% | |
ADOBE SYSTEMS INC | 6.3% | |
ORACLE CORP | 4.5% | |
INTUIT INC | 4.4% | |
PALO ALTO NETWORKS INC | 3.2% | |
SERVICENOW INC | 3.1% | |
ROPER INDUSTRIES INC | 2.5% | |
FORTINET INC | 2.2% | |
WORKDAY INC-CLASS A | 2.1% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.6% |
IGV Underweight Relative to SUBS
ALPHABET INC. CLASS A | -4.3% | |
META PLATFORMS INC | -3.7% | |
NETFLIX INC | -2.9% | |
TENCENT HOLDINGS LTD | -2.8% | |
AMAZON.COM INC | -2.7% | |
T-MOBILE US, INC. | -2.4% | |
MICROSOFT CORP | -2.2% | |
THOMSON REUTERS CORPORATION | -2.1% | |
S&P GLOBAL, INC. | -2.0% | |
AT&T INC | -1.9% |