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   

17

Number of overlapping holdings

16.7%

% of IGV's 114 holdings also in WFH

45.9%

% of WFH's 41 holdings also in IGV

Overlap by Weight
Sector Drift (IGV minus WFH)
Overlapping Holdings

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Company Weight
in IGV
Weight
in WFH
Overlap
ORACLE CORP 8.2% 3.2% 3.2%
CROWDSTRIKE HOLDINGS, INC. CLASS A 3.4% 3.1% 3.1%
PALO ALTO NETWORKS INC 4.4% 3.0% 3.0%
MICROSOFT CORP 8.2% 2.9% 2.9%
SERVICENOW INC 4.5% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to WFH
ADOBE SYSTEMS INC 7.2%
INTUIT INC 7.0%
SALESFORCE.COM INC 6.8%
MICROSOFT CORP 5.3%
ORACLE CORP 5.0%
SYNOPSYS INC 3.8%
CADENCE DESIGN SYS INC 3.5%
ROPER TECHNOLOGIES, INC. 2.4%
PALANTIR TECHNOLOGIES INC. CLASS A 2.2%
AUTODESK INC 2.2%
IGV Underweight Relative to WFH
ALPHABET INC. CLASS A -3.5%
BROADCOM INC. -3.4%
SYNNEX CORP -3.2%
NETAPP INC -3.2%
AMAZON.COM INC -2.8%
META PLATFORMS INC -2.7%
VERIZON COMMUNICATIONS INC -2.6%
CYBERARK SOFTWARE LTD. -2.6%
CISCO SYSTEMS INC -2.4%
SMARTSHEET, INC. CLASS A -2.4%
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