Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
IGV
115
HOLDINGS
19%
ALSO IN XDAT
XDAT
62
HOLDINGS
36%
ALSO IN IGV
SECTOR DRIFT (IGV minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.9% | 6.6% | 6.6% |
|
SERVICENOW INC | 4.7% | 5.2% | 4.7% |
|
PALO ALTO NETWORKS INC | 4.0% | 4.8% | 4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.8% | 4.0% | 3.8% |
|
APPLOVIN CORP. CLASS A | 2.4% | 2.1% | 2.1% |
IGV Overweight Relative to XDAT
|
ORACLE CORP | 9.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 8.3% |
|
INTUIT INC | 6.4% |
|
SALESFORCE.COM INC | 5.8% |
|
ADOBE SYSTEMS INC | 3.9% |
|
MICROSTRATEGY INC-CL A | 3.5% |
|
CADENCE DESIGN SYS INC | 2.8% |
|
SYNOPSYS INC | 2.8% |
|
MICROSOFT CORP | 2.3% |
|
AUTODESK INC | 1.9% |
IGV Underweight Relative to XDAT
|
META PLATFORMS INC | -7.4% |
|
CLOUDFLARE INC CLASS A | -5.2% |
|
ALPHABET INC. CLASS A | -4.9% |
|
T-MOBILE US, INC. | -2.7% |
|
NETFLIX INC | -2.5% |
|
SNOWFLAKE, INC. CLASS A | -2.4% |
|
GARTNER INC | -2.3% |
 |
MONDAY.COM LTD. | -2.3% |
|
EQUINIX INC | -2.2% |
|
GODADDY, INC. CLASS A | -1.9% |