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
31.7%
% of VGT's 322 holdings also in IGV
93.1%
% of IGV's 114 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 | 18.6% | 9.1% | 9.1% |
|
SALESFORCE.COM INC | 2.1% | 8.3% | 2.1% |
|
ADOBE SYSTEMS INC | 1.7% | 7.8% | 1.7% |
|
ORACLE CORP | 1.5% | 8.1% | 1.5% |
|
INTUIT INC | 1.4% | 7.5% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to IGV
|
APPLE INC | 17.6% |
|
MICROSOFT CORP | 9.4% |
|
NVIDIA CORP | 9.3% |
|
BROADCOM INC. | 4.0% |
|
ADVANCED MICRO DEVICES | 1.9% |
 |
ACCENTURE PLC-CL A | 1.6% |
|
CISCO SYSTEMS INC | 1.6% |
|
QUALCOMM INC | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.3% |
|
APPLIED MATERIALS INC | 1.3% |
VGT Underweight Relative to IGV
|
ORACLE CORP | -6.7% |
|
SALESFORCE.COM INC | -6.2% |
|
INTUIT INC | -6.2% |
|
ADOBE SYSTEMS INC | -6.1% |
|
SERVICENOW INC | -3.7% |
|
PALO ALTO NETWORKS INC | -3.4% |
|
SYNOPSYS INC | -2.9% |
|
CADENCE DESIGN SYS INC | -2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.4% |
|
ROPER TECHNOLOGIES, INC. | -2.1% |