Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
11.8%
% of IGV's 120 holdings also in XDAT
33.3%
% of XDAT's 43 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 | 7.9% | 6.4% | 6.4% |
|
SERVICENOW INC | 5.2% | 4.5% | 4.5% |
|
PALO ALTO NETWORKS INC | 2.7% | 3.8% | 2.7% |
|
FORTINET INC | 1.9% | 2.2% | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.3% | 2.5% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XDAT
|
ADOBE SYSTEMS INC | 8.7% |
|
SALESFORCE.COM INC | 8.1% |
|
ORACLE CORP | 7.7% |
|
INTUIT INC | 6.7% |
|
SYNOPSYS INC | 3.1% |
|
ACTIVISION BLIZZARD INC | 3.1% |
|
CADENCE DESIGN SYS INC | 2.8% |
|
ROPER INDUSTRIES INC | 2.6% |
|
AUTODESK INC | 2.6% |
|
WORKDAY INC-CLASS A | 2.0% |
IGV Underweight Relative to XDAT
|
MONGODB, INC. CLASS A | -5.3% |
|
EQUINIX INC | -4.9% |
|
SNOWFLAKE, INC. CLASS A | -4.5% |
|
ALPHABET INC. CLASS A | -4.1% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.9% |
|
CLOUDFLARE INC CLASS A | -3.8% |
|
CROWN CASTLE INTL CORP | -3.7% |
|
T-MOBILE US, INC. | -3.5% |
|
DATADOG INC CLASS A | -3.4% |
|
GITLAB, INC. CLASS A | -2.6% |