Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
95
# OF OVERLAPPING
HOLDINGS
XSW
125
HOLDINGS
79%
ALSO IN IGV
IGV
114
HOLDINGS
96%
ALSO IN XSW
SECTOR DRIFT (XSW minus IGV)
OVERLAPPING HOLDINGS
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| Company | Weight in XSW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 1.2% | 12.0% | 1.2% |
|
APPLOVIN CORP. CLASS A | 1.1% | 4.0% | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.9% | 10.4% | 0.9% |
|
ELECTRONIC ARTS INC | 0.8% | 1.2% | 0.8% |
|
DATADOG INC CLASS A | 0.8% | 1.3% | 0.8% |
XSW Overweight Relative to IGV
|
CIPHER MINING INC | 1.8% |
|
TERAWULF INC. | 1.6% |
 |
HUT 8 CORP | 1.2% |
|
PORCH GROUP, INC. | 1.1% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | 1.0% |
|
ROBLOX CORP. CLASS A | 1.0% |
|
BIGBEAR.AI HOLDINGS, INC. | 1.0% |
|
CLEAR SECURE, INC. CLASS A | 0.9% |
|
NEXTNAV INC. | 0.9% |
|
RIOT BLOCKCHAIN INC | 0.9% |
XSW Underweight Relative to IGV
|
ORACLE CORP | -10.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -9.5% |
|
MICROSOFT CORP | -7.9% |
|
SALESFORCE.COM INC | -6.2% |
|
INTUIT INC | -4.7% |
|
SERVICENOW INC | -3.9% |
|
PALO ALTO NETWORKS INC | -3.3% |
|
ADOBE SYSTEMS INC | -3.1% |
|
APPLOVIN CORP. CLASS A | -2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.7% |