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
31%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
TSSD
62
HOLDINGS
19%
ALSO IN IGV
IGV
111
HOLDINGS
12%
ALSO IN TSSD
SECTOR DRIFT (TSSD 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 TSSD |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 8.7% | 8.8% | 8.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 9.5% | 8.7% | 8.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 8.5% | 8.3% | 8.3% |
|
FORTINET INC | 4.5% | 2.9% | 2.9% |
|
ZSCALER, INC. | 2.6% | 0.9% | 0.9% |
TSSD Overweight Relative to IGV
|
RTX CORP | 6.6% |
|
LOCKHEED MARTIN CORP | 6.1% |
|
CLOUDFLARE INC CLASS A | 4.8% |
|
GENERAL DYNAMICS CORP | 4.6% |
|
NORTHROP GRUMMAN CORP | 3.9% |
|
L3HARRIS TECHNOLOGIES INC | 3.5% |
|
AXON ENTERPRISE INC | 3.1% |
|
OKTA, INC. CLASS A | 2.9% |
|
TELEDYNE TECHNOLOGIES INC | 2.5% |
|
VERISIGN INC | 2.2% |
TSSD Underweight Relative to IGV
|
MICROSOFT CORP | -8.5% |
|
ORACLE CORP | -6.5% |
|
SALESFORCE.COM INC | -4.0% |
|
SERVICENOW INC | -3.4% |
|
ADOBE SYSTEMS INC | -3.4% |
|
INTUIT INC | -3.2% |
|
CADENCE DESIGN SYS INC | -3.1% |
|
SYNOPSYS INC | -3.1% |
|
DATADOG INC CLASS A | -2.7% |
|
APPLOVIN CORP. CLASS A | -2.1% |