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
35%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
IGV
114
HOLDINGS
19%
ALSO IN DRUP
DRUP
50
HOLDINGS
36%
ALSO IN IGV
SECTOR DRIFT (IGV minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.6% | 9.2% | 9.2% |
|
SALESFORCE.COM INC | 7.5% | 3.5% | 3.5% |
|
ADOBE SYSTEMS INC | 4.7% | 2.7% | 2.7% |
|
SERVICENOW INC | 3.6% | 2.5% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.2% | 1.9% | 1.9% |
IGV Overweight Relative to DRUP
|
PALANTIR TECHNOLOGIES INC. CLASS A | 8.3% |
|
ORACLE CORP | 7.3% |
|
INTUIT INC | 5.1% |
|
APPLOVIN CORP. CLASS A | 4.5% |
|
SALESFORCE.COM INC | 4.0% |
|
PALO ALTO NETWORKS INC | 2.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% |
|
ADOBE SYSTEMS INC | 2.0% |
|
ELECTRONIC ARTS INC | 1.9% |
|
ROPER TECHNOLOGIES, INC. | 1.6% |
IGV Underweight Relative to DRUP
|
META PLATFORMS INC | -6.8% |
|
ALPHABET INC. CLASS A | -4.9% |
|
BROADCOM INC. | -4.8% |
|
JOHNSON & JOHNSON | -3.5% |
|
APPLIED MATERIALS INC | -2.8% |
|
QUALCOMM INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
LAM RESEARCH CORP | -2.4% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
TEXAS INSTRUMENTS INC | -2.4% |