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

20
Number of overlapping holdings
29.4%
% of XLK's 69 holdings also in IGV
19.0%
% of IGV's 121 holdings also in XLK
Overlap by Weight
Sector Drift (XLK minus IGV)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in XLK |
Weight in IGV |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 12.7% | 8.2% | 8.2% | |
SALESFORCE.COM INC | 3.5% | 8.5% | 3.5% | |
ORACLE CORP | 3.0% | 8.6% | 3.0% | |
SERVICENOW INC | 2.3% | 6.8% | 2.3% | |
ADOBE SYSTEMS INC | 2.1% | 6.2% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XLK Overweight Relative to IGV
APPLE INC | 14.7% | |
NVIDIA CORP | 12.1% | |
BROADCOM INC. | 5.6% | |
MICROSOFT CORP | 4.5% | |
CISCO SYSTEMS INC | 2.6% | |
ACCENTURE PLC-CL A | 2.6% | |
INTL BUSINESS MACHINES CORP | 2.6% | |
QUALCOMM INC | 2.1% | |
ADVANCED MICRO DEVICES | 2.0% | |
TEXAS INSTRUMENTS INC | 1.8% |
XLK Underweight Relative to IGV
ORACLE CORP | -5.7% | |
SALESFORCE.COM INC | -4.9% | |
SERVICENOW INC | -4.5% | |
ADOBE SYSTEMS INC | -4.1% | |
INTUIT INC | -3.5% | |
PALANTIR TECHNOLOGIES INC. CLASS A | -3.5% | |
PALO ALTO NETWORKS INC | -2.6% | |
APPLOVIN CORP. CLASS A | -2.6% | |
MICROSTRATEGY INC-CL A | -2.1% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.0% |