Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
IGV
111
HOLDINGS
29%
ALSO IN COWG
COWG
100
HOLDINGS
29%
ALSO IN IGV
SECTOR DRIFT (IGV minus COWG)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 8.3% | 3.6% | 3.6% |
|
PALO ALTO NETWORKS INC | 8.8% | 3.3% | 3.3% |
|
DATADOG INC CLASS A | 2.7% | 2.9% | 2.7% |
|
FORTINET INC | 2.9% | 2.4% | 2.4% |
|
WORKDAY INC-CLASS A | 1.4% | 1.4% | 1.4% |
IGV Overweight Relative to COWG
|
MICROSOFT CORP | 8.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 7.5% |
|
ORACLE CORP | 6.5% |
|
PALO ALTO NETWORKS INC | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.7% |
|
SALESFORCE.COM INC | 3.0% |
|
INTUIT INC | 2.8% |
|
ADOBE SYSTEMS INC | 2.7% |
|
SERVICENOW INC | 2.5% |
|
SYNOPSYS INC | 2.4% |
IGV Underweight Relative to COWG
|
OKTA, INC. CLASS A | -3.7% |
|
MICRON TECHNOLOGY INC | -2.6% |
|
PAYCOM SOFTWARE INC | -2.5% |
|
UNITY SOFTWARE, INC. | -2.3% |
|
IRIDIUM COMMUNICATIONS INC. | -2.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -2.2% |
|
SANDISK CORP | -2.0% |
|
VEEVA SYSTEMS INC-CLASS A | -1.8% |
|
HALOZYME THERAPEUTICS INC | -1.8% |
|
MANHATTAN ASSOCIATES INC | -1.5% |