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
35%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
IGV
111
HOLDINGS
12%
ALSO IN TSSD
TSSD
62
HOLDINGS
19%
ALSO IN IGV
SECTOR DRIFT (IGV minus TSSD)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in TSSD |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 9.9% | 10.3% | 9.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 9.8% | 11.1% | 9.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 8.9% | 9.5% | 8.9% |
|
FORTINET INC | 4.0% | 6.7% | 4.0% |
|
ZSCALER, INC. | 0.8% | 2.6% | 0.8% |
IGV Overweight Relative to TSSD
|
MICROSOFT CORP | 8.6% |
|
ORACLE CORP | 6.9% |
|
SERVICENOW INC | 4.5% |
|
SALESFORCE.COM INC | 3.9% |
|
DATADOG INC CLASS A | 3.3% |
|
SYNOPSYS INC | 3.3% |
|
CADENCE DESIGN SYS INC | 3.3% |
|
ADOBE SYSTEMS INC | 3.2% |
|
INTUIT INC | 2.8% |
|
APPLOVIN CORP. CLASS A | 2.5% |
IGV Underweight Relative to TSSD
|
CLOUDFLARE INC CLASS A | -6.4% |
|
RTX CORP | -6.3% |
|
LOCKHEED MARTIN CORP | -5.0% |
|
GENERAL DYNAMICS CORP | -4.2% |
|
NORTHROP GRUMMAN CORP | -3.5% |
|
OKTA, INC. CLASS A | -3.3% |
|
AXON ENTERPRISE INC | -3.2% |
|
L3HARRIS TECHNOLOGIES INC | -3.0% |
|
FORTINET INC | -2.6% |
|
TELEDYNE TECHNOLOGIES INC | -2.4% |