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

18
Number of overlapping holdings
17.8%
% of IGV's 115 holdings also in WFH
47.4%
% of WFH's 40 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus WFH)
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 WFH |
Overlap | |
---|---|---|---|---|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.7% | 2.9% | 2.9% | |
SALESFORCE.COM INC | 7.6% | 2.6% | 2.6% | |
ORACLE CORP | 7.7% | 2.5% | 2.5% | |
PALO ALTO NETWORKS INC | 4.2% | 2.4% | 2.4% | |
FORTINET INC | 2.3% | 3.0% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to WFH
PALANTIR TECHNOLOGIES INC. CLASS A | 8.4% | |
MICROSOFT CORP | 6.5% | |
ORACLE CORP | 5.2% | |
SALESFORCE.COM INC | 5.1% | |
SERVICENOW INC | 4.4% | |
INTUIT INC | 4.3% | |
ADOBE SYSTEMS INC | 3.7% | |
MICROSTRATEGY INC-CL A | 3.2% | |
CADENCE DESIGN SYS INC | 2.9% | |
SYNOPSYS INC | 2.5% |
IGV Underweight Relative to WFH
CLOUDFLARE INC CLASS A | -3.7% | |
ATLASSIAN CORP. CLASS A | -3.5% | |
OKTA, INC. CLASS A | -3.4% | |
YY INC-ADR | -3.2% | |
CISCO SYSTEMS INC | -2.9% | |
INTL BUSINESS MACHINES CORP | -2.9% | |
BROADCOM INC. | -2.9% | |
MOMO INC SPONSORED ADR CLASS A | -2.8% | |
META PLATFORMS INC | -2.7% | |
CYBERARK SOFTWARE LTD. | -2.7% |