Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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95
Number of overlapping holdings
33.2%
% of VGT's 314 holdings also in IGV
94.1%
% of IGV's 115 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus IGV)
Overlapping Holdings
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| Company | Weight in VGT |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 15.3% | 8.7% | 8.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.8% | 8.4% | 1.8% |
|
SALESFORCE.COM INC | 1.7% | 7.6% | 1.7% |
|
ORACLE CORP | 1.7% | 7.7% | 1.7% |
|
SERVICENOW INC | 1.4% | 6.7% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to IGV
|
APPLE INC | 16.1% |
|
NVIDIA CORP | 14.5% |
|
MICROSOFT CORP | 6.6% |
|
BROADCOM INC. | 4.6% |
|
CISCO SYSTEMS INC | 1.6% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
 |
ACCENTURE PLC-CL A | 1.3% |
|
ADVANCED MICRO DEVICES | 1.1% |
|
QUALCOMM INC | 1.1% |
|
TEXAS INSTRUMENTS INC | 1.0% |
VGT Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.7% |
|
ORACLE CORP | -6.1% |
|
SALESFORCE.COM INC | -5.9% |
|
SERVICENOW INC | -5.3% |
|
ADOBE SYSTEMS INC | -4.4% |
|
PALO ALTO NETWORKS INC | -3.4% |
|
INTUIT INC | -3.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.9% |
|
MICROSTRATEGY INC-CL A | -2.7% |
|
CADENCE DESIGN SYS INC | -2.3% |