Fund Overlap

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


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OVERLAP
12%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
IGV
114
HOLDINGS
11%
ALSO IN SPAM
SPAM
32
HOLDINGS
37%
ALSO IN IGV
SECTOR DRIFT (IGV minus SPAM)
OVERLAPPING HOLDINGS

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Company Weight
in IGV
Weight
in SPAM
Overlap
CROWDSTRIKE HOLDINGS, INC. CLASS A 4.3% 4.1% 4.1%
PALO ALTO NETWORKS INC 5.3% 4.0% 4.0%
FORTINET INC 2.2% 5.2% 2.2%
ZSCALER, INC. 0.7% 3.3% 0.7%
CLEAR SECURE, INC. CLASS A 0.2% 4.9% 0.2%
IGV Overweight Relative to SPAM
MICROSOFT CORP 9.7%
PALANTIR TECHNOLOGIES INC. CLASS A 9.3%
ORACLE CORP 7.8%
SALESFORCE.COM INC 7.6%
APPLOVIN CORP. CLASS A 5.4%
INTUIT INC 5.1%
ADOBE SYSTEMS INC 4.8%
SERVICENOW INC 4.0%
CADENCE DESIGN SYS INC 3.5%
SYNOPSYS INC 3.4%
IGV Underweight Relative to SPAM
NEXTDC LIMITED -6.0%
AKAMAI TECHNOLOGIES -5.9%
CACI INTERNATIONAL INC -CL A -5.7%
NEBIUS GROUP NV -5.0%
CLEAR SECURE, INC. CLASS A -4.7%
BOOZ ALLEN HAMILTON HOLDINGS -4.6%
SPRINT CORP. -4.4%
TREND MICRO INC -4.2%
CHECK POINT SOFTWARE TECH -4.2%
OKTA, INC. CLASS A -4.0%
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