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
OVERLAP
24%
OVERLAP
BY WEIGHT
43
# OF OVERLAPPING
HOLDINGS
IYW
140
HOLDINGS
34%
ALSO IN IGV
IGV
114
HOLDINGS
44%
ALSO IN IYW
SECTOR DRIFT (IYW minus IGV)
OVERLAPPING HOLDINGS
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| Company | Weight in IYW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 12.1% | 9.1% | 9.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.4% | 8.9% | 2.4% |
|
ORACLE CORP | 1.9% | 7.7% | 1.9% |
|
SALESFORCE.COM INC | 1.3% | 7.3% | 1.3% |
|
PALO ALTO NETWORKS INC | 0.9% | 5.4% | 0.9% |
IYW Overweight Relative to IGV
|
NVIDIA CORP | 17.4% |
|
APPLE INC | 15.0% |
|
META PLATFORMS INC | 3.4% |
|
MICRON TECHNOLOGY INC | 3.4% |
|
BROADCOM INC. | 3.1% |
|
MICROSOFT CORP | 3.0% |
|
ALPHABET INC. CLASS A | 2.6% |
|
ADVANCED MICRO DEVICES | 2.2% |
|
ALPHABET INC. CLASS C | 2.1% |
|
APPLIED MATERIALS INC | 2.0% |
IYW Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.5% |
|
SALESFORCE.COM INC | -6.0% |
|
ORACLE CORP | -5.8% |
|
PALO ALTO NETWORKS INC | -4.5% |
|
APPLOVIN CORP. CLASS A | -4.2% |
|
INTUIT INC | -4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.7% |
|
ADOBE SYSTEMS INC | -3.5% |
|
SERVICENOW INC | -3.1% |
|
CADENCE DESIGN SYS INC | -2.6% |