Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

14
Number of overlapping holdings
34.1%
% of XDAT's 46 holdings also in IGV
13.3%
% of IGV's 121 holdings also in XDAT
Overlap by Weight
Sector Drift (XDAT minus IGV)
Overlapping Holdings
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Company | Weight in XDAT |
Weight in IGV |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 7.8% | 8.2% | 7.8% | |
SERVICENOW INC | 6.5% | 6.8% | 6.5% | |
PALO ALTO NETWORKS INC | 5.5% | 3.9% | 3.9% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.3% | 3.0% | 3.0% | |
FORTINET INC | 2.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XDAT Overweight Relative to IGV
ARISTA NETWORKS, INC. | 5.1% | |
ALPHABET INC. CLASS A | 4.9% | |
META PLATFORMS INC | 4.5% | |
FAIR ISAAC CORP | 4.2% | |
EQUINIX INC | 3.9% | |
DATADOG INC CLASS A | 3.7% | |
T-MOBILE US, INC. | 3.3% | |
MONGODB, INC. CLASS A | 3.0% | |
CLOUDFLARE INC CLASS A | 2.5% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% |
XDAT Underweight Relative to IGV
ORACLE CORP | -8.6% | |
SALESFORCE.COM INC | -6.5% | |
ADOBE SYSTEMS INC | -5.9% | |
INTUIT INC | -5.3% | |
PALANTIR TECHNOLOGIES INC. CLASS A | -5.3% | |
CADENCE DESIGN SYS INC | -2.7% | |
SYNOPSYS INC | -2.6% | |
APPLOVIN CORP. CLASS A | -2.6% | |
AUTODESK INC | -2.2% | |
MICROSTRATEGY INC-CL A | -2.1% |