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
14
Number of overlapping holdings
13.2%
% of IGV's 122 holdings also in XDAT
34.1%
% of XDAT's 46 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus XDAT)
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 XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.7% | 7.8% | 7.8% |
|
SERVICENOW INC | 7.2% | 6.5% | 6.5% |
|
PALO ALTO NETWORKS INC | 3.9% | 5.5% | 3.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% | 5.3% | 2.8% |
|
FORTINET INC | 2.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XDAT
|
ORACLE CORP | 8.2% |
|
SALESFORCE.COM INC | 6.4% |
|
INTUIT INC | 5.8% |
|
ADOBE SYSTEMS INC | 5.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.5% |
|
CADENCE DESIGN SYS INC | 2.8% |
|
SYNOPSYS INC | 2.6% |
|
APPLOVIN CORP. CLASS A | 2.3% |
|
MICROSTRATEGY INC-CL A | 2.1% |
|
AUTODESK INC | 2.1% |
IGV Underweight Relative to XDAT
|
ARISTA NETWORKS, INC. | -5.1% |
|
ALPHABET INC. CLASS A | -4.9% |
|
META PLATFORMS INC | -4.5% |
|
FAIR ISAAC CORP | -4.1% |
|
EQUINIX INC | -3.9% |
|
DATADOG INC CLASS A | -3.7% |
|
T-MOBILE US, INC. | -3.3% |
|
MONGODB, INC. CLASS A | -3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.5% |
|
CLOUDFLARE INC CLASS A | -2.5% |