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
OVERLAP
20%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
COWG
100
HOLDINGS
29%
ALSO IN XSW
XSW
121
HOLDINGS
24%
ALSO IN COWG
SECTOR DRIFT (COWG minus XSW)
OVERLAPPING HOLDINGS
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| Company | Weight in COWG |
Weight in XSW |
Overlap | |
|---|---|---|---|---|
 |
DOCUSIGN, INC. | 1.7% | 0.9% | 0.9% |
|
MANHATTAN ASSOCIATES INC | 2.0% | 0.9% | 0.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 0.9% | 0.9% |
|
ROPER TECHNOLOGIES, INC. | 1.0% | 0.9% | 0.9% |
|
DYNATRACE, INC. | 1.7% | 0.8% | 0.8% |
COWG Overweight Relative to XSW
|
OKTA, INC. CLASS A | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.7% |
|
MICRON TECHNOLOGY INC | 2.6% |
|
PAYCOM SOFTWARE INC | 2.5% |
|
PALO ALTO NETWORKS INC | 2.5% |
|
IRIDIUM COMMUNICATIONS INC. | 2.2% |
|
DATADOG INC CLASS A | 2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.2% |
|
UNITY SOFTWARE, INC. | 2.1% |
|
SANDISK CORP | 2.0% |
COWG Underweight Relative to XSW
|
BRAZE, INC. CLASS A | -1.4% |
|
GRID DYNAMICS HOLDINGS, INC. CLASS A | -1.2% |
|
NETSKOPE INC-CL A | -1.2% |
|
ONESPAN INC. | -1.1% |
|
RAPID7 INC | -1.1% |
|
TENABLE HOLDINGS, INC. | -1.1% |
|
SERVICETITAN INC-A | -1.0% |
 |
ACCENTURE PLC-CL A | -1.0% |
|
APPIAN CORPORATION CLASS A | -1.0% |
|
ZSCALER, INC. | -1.0% |