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   

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 9.6% 9.6% 9.6%
SERVICENOW INC 4.7% 5.3% 4.7%
PALO ALTO NETWORKS INC 4.3% 5.6% 4.3%
CROWDSTRIKE HOLDINGS, INC. CLASS A 3.8% 6.9% 3.8%
SALESFORCE.COM INC 6.8% 1.6% 1.6%

Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XDAT
ORACLE CORP 9.3%
ADOBE SYSTEMS INC 8.0%
INTUIT INC 7.0%
SALESFORCE.COM INC 5.2%
SYNOPSYS INC 3.9%
CADENCE DESIGN SYS INC 3.7%
ROPER TECHNOLOGIES, INC. 2.5%
AUTODESK INC 2.1%
PALANTIR TECHNOLOGIES INC. CLASS A 2.0%
WORKDAY INC-CLASS A 1.9%
IGV Underweight Relative to XDAT
ALPHABET INC. CLASS A -5.4%
META PLATFORMS INC -4.6%
ARISTA NETWORKS, INC. -4.4%
EQUINIX INC -3.8%
MONGODB, INC. CLASS A -3.6%
DATADOG INC CLASS A -3.5%
FAIR ISAAC CORP -3.1%
CROWDSTRIKE HOLDINGS, INC. CLASS A -3.1%
T-MOBILE US, INC. -3.1%
SNOWFLAKE, INC. CLASS A -2.7%
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