Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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44
Number of overlapping holdings
34.6%
% of IYW's 139 holdings also in IGV
43.6%
% of IGV's 115 holdings also in IYW
Overlap by Weight
Sector Drift (IYW minus IGV)
Overlapping Holdings
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| Company | Weight in IYW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 16.2% | 8.7% | 8.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.3% | 8.4% | 2.3% |
|
SALESFORCE.COM INC | 2.3% | 7.6% | 2.3% |
|
ORACLE CORP | 2.2% | 7.7% | 2.2% |
|
SERVICENOW INC | 1.8% | 6.7% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IYW Overweight Relative to IGV
|
APPLE INC | 15.1% |
|
NVIDIA CORP | 13.5% |
|
MICROSOFT CORP | 7.6% |
|
META PLATFORMS INC | 3.7% |
|
BROADCOM INC. | 3.5% |
|
ALPHABET INC. CLASS A | 2.3% |
|
INTL BUSINESS MACHINES CORP | 2.0% |
|
ALPHABET INC. CLASS C | 2.0% |
|
ADVANCED MICRO DEVICES | 1.4% |
|
QUALCOMM INC | 1.4% |
IYW Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.1% |
|
ORACLE CORP | -5.6% |
|
SALESFORCE.COM INC | -5.4% |
|
SERVICENOW INC | -4.9% |
|
ADOBE SYSTEMS INC | -4.0% |
|
PALO ALTO NETWORKS INC | -3.1% |
|
INTUIT INC | -2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.8% |
|
MICROSTRATEGY INC-CL A | -2.4% |
|
CADENCE DESIGN SYS INC | -2.1% |