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
17.8%
% 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% |