Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
97
Number of overlapping holdings
78.9%
% of XSW's 126 holdings also in IGV
96.0%
% of IGV's 115 holdings also in XSW
Overlap by Weight
Sector Drift (XSW 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 XSW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSTRATEGY INC-CL A | 1.0% | 3.0% | 1.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.9% | 7.3% | 0.9% |
|
CADENCE DESIGN SYS INC | 0.9% | 2.8% | 0.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.9% | 3.6% | 0.9% |
|
FAIR ISAAC CORP | 0.8% | 1.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
XSW Overweight Relative to IGV
|
NEXTNAV INC. | 0.9% |
|
I3 VERTICALS, INC. CLASS A | 0.8% |
|
VERTEX, INC. CLASS A | 0.8% |
|
ROBLOX CORP. CLASS A | 0.8% |
|
ASANA, INC. CLASS A | 0.8% |
|
ENFUSION, INC. CLASS A | 0.8% |
|
DAILY JOURNAL CORP | 0.8% |
|
YEXT, INC. | 0.8% |
|
OLO, INC. CLASS A | 0.8% |
|
INTL BUSINESS MACHINES CORP | 0.8% |
XSW Underweight Relative to IGV
|
MICROSOFT CORP | -7.7% |
|
SALESFORCE.COM INC | -7.2% |
|
ORACLE CORP | -6.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.4% |
|
SERVICENOW INC | -5.3% |
|
ADOBE SYSTEMS INC | -5.1% |
|
INTUIT INC | -3.8% |
|
PALO ALTO NETWORKS INC | -3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.8% |
|
MICROSTRATEGY INC-CL A | -2.0% |