Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
IGV
114
HOLDINGS
23%
ALSO IN XDAT
XDAT
70
HOLDINGS
39%
ALSO IN IGV
SECTOR DRIFT (IGV minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.7% | 6.3% | 6.3% |
|
APPLOVIN CORP. CLASS A | 5.4% | 6.2% | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.3% | 3.7% | 3.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 9.3% | 3.6% | 3.6% |
|
PALO ALTO NETWORKS INC | 5.3% | 3.3% | 3.3% |
IGV Overweight Relative to XDAT
|
ORACLE CORP | 6.9% |
|
SALESFORCE.COM INC | 6.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.7% |
|
INTUIT INC | 5.1% |
|
ADOBE SYSTEMS INC | 4.8% |
|
CADENCE DESIGN SYS INC | 3.5% |
|
MICROSOFT CORP | 3.4% |
|
SYNOPSYS INC | 3.4% |
|
AUTODESK INC | 2.3% |
|
PALO ALTO NETWORKS INC | 2.0% |
IGV Underweight Relative to XDAT
|
CLOUDFLARE INC CLASS A | -8.6% |
|
ALPHABET INC. CLASS A | -8.1% |
|
META PLATFORMS INC | -7.1% |
|
SNOWFLAKE, INC. CLASS A | -3.0% |
|
NETFLIX INC | -2.4% |
|
MONGODB, INC. CLASS A | -2.4% |
|
REDDIT INC-CL A | -2.3% |
|
ARISTA NETWORKS, INC. | -2.0% |
|
T-MOBILE US, INC. | -1.9% |
|
ROKU, INC. CLASS A | -1.8% |