Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
14.7%
% of IGV's 114 holdings also in XDAT
35.7%
% of XDAT's 47 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus XDAT)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.1% | 8.4% | 8.4% |
|
SERVICENOW INC | 4.9% | 5.2% | 4.9% |
|
PALO ALTO NETWORKS INC | 4.0% | 5.0% | 4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% | 5.2% | 2.9% |
|
SALESFORCE.COM INC | 8.3% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XDAT
|
ORACLE CORP | 8.1% |
|
INTUIT INC | 7.5% |
|
ADOBE SYSTEMS INC | 7.4% |
|
SALESFORCE.COM INC | 6.5% |
|
SYNOPSYS INC | 3.6% |
|
CADENCE DESIGN SYS INC | 3.5% |
|
ROPER TECHNOLOGIES, INC. | 2.6% |
|
WORKDAY INC-CLASS A | 2.4% |
|
AUTODESK INC | 2.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.8% |
IGV Underweight Relative to XDAT
|
MONGODB, INC. CLASS A | -7.1% |
|
META PLATFORMS INC | -4.2% |
|
EQUINIX INC | -4.2% |
|
ALPHABET INC. CLASS A | -3.9% |
|
SNOWFLAKE, INC. CLASS A | -3.6% |
|
ARISTA NETWORKS, INC. | -3.6% |
|
DATADOG INC CLASS A | -3.5% |
|
FAIR ISAAC CORP | -2.7% |
|
T-MOBILE US, INC. | -2.7% |
|
CLOUDFLARE INC CLASS A | -2.5% |