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
18
Number of overlapping holdings
17.6%
% of IGV's 114 holdings also in WFH
48.6%
% of WFH's 41 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 | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 8.3% | 3.1% | 3.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% | 4.1% | 2.9% |
|
SERVICENOW INC | 4.9% | 2.8% | 2.8% |
|
MICROSOFT CORP | 9.1% | 2.7% | 2.7% |
|
PALO ALTO NETWORKS INC | 4.0% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to WFH
|
INTUIT INC | 7.5% |
|
MICROSOFT CORP | 6.4% |
|
ORACLE CORP | 6.1% |
|
ADOBE SYSTEMS INC | 5.6% |
|
SALESFORCE.COM INC | 5.2% |
|
SYNOPSYS INC | 3.6% |
|
CADENCE DESIGN SYS INC | 3.5% |
|
ROPER TECHNOLOGIES, INC. | 2.6% |
|
AUTODESK INC | 2.1% |
|
SERVICENOW INC | 2.0% |
IGV Underweight Relative to WFH
|
META PLATFORMS INC | -3.7% |
|
BROADCOM INC. | -3.5% |
|
CLOUDFLARE INC CLASS A | -3.4% |
|
CYBERARK SOFTWARE LTD. | -3.4% |
|
MARVELL TECHNOLOGY, INC. | -3.0% |
|
NETAPP INC | -2.9% |
|
AMAZON.COM INC | -2.9% |
|
PEGASYSTEMS INC | -2.8% |
|
INTL BUSINESS MACHINES CORP | -2.8% |
|
OKTA, INC. CLASS A | -2.7% |