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
30%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
IGV
111
HOLDINGS
24%
ALSO IN XDAT
XDAT
68
HOLDINGS
41%
ALSO IN IGV
SECTOR DRIFT (IGV minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.5% | 6.2% | 6.2% |
|
APPLOVIN CORP. CLASS A | 5.1% | 4.9% | 4.9% |
|
ORACLE CORP | 9.6% | 3.4% | 3.4% |
|
PALO ALTO NETWORKS INC | 7.4% | 2.6% | 2.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 6.5% | 2.5% | 2.5% |
IGV Overweight Relative to XDAT
|
ORACLE CORP | 6.2% |
|
SALESFORCE.COM INC | 5.0% |
|
PALO ALTO NETWORKS INC | 4.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
|
ADOBE SYSTEMS INC | 3.5% |
|
SYNOPSYS INC | 3.0% |
|
CADENCE DESIGN SYS INC | 2.9% |
|
FORTINET INC | 2.7% |
|
INTUIT INC | 2.6% |
IGV Underweight Relative to XDAT
|
ALPHABET INC. CLASS A | -11.5% |
|
CLOUDFLARE INC CLASS A | -10.9% |
|
META PLATFORMS INC | -7.6% |
|
ARISTA NETWORKS, INC. | -3.3% |
|
NETFLIX INC | -2.7% |
|
ROKU, INC. CLASS A | -2.4% |
|
T-MOBILE US, INC. | -2.1% |
|
EQUINIX INC | -1.9% |
|
CROWN CASTLE INTL CORP | -1.9% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.8% |