Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
IGV
111
HOLDINGS
22%
ALSO IN XDAT
XDAT
63
HOLDINGS
39%
ALSO IN IGV
SECTOR DRIFT (IGV minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGV |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 7.3% | 4.5% | 4.5% |
|
PALO ALTO NETWORKS INC | 10.2% | 4.3% | 4.3% |
|
MICROSOFT CORP | 8.6% | 4.1% | 4.1% |
|
APPLOVIN CORP. CLASS A | 3.8% | 5.2% | 3.8% |
|
ORACLE CORP | 5.1% | 3.8% | 3.8% |
IGV Overweight Relative to XDAT
|
PALANTIR TECHNOLOGIES INC. CLASS A | 6.1% |
|
PALO ALTO NETWORKS INC | 5.9% |
|
SALESFORCE.COM INC | 4.7% |
|
MICROSOFT CORP | 4.5% |
|
ADOBE SYSTEMS INC | 3.6% |
|
INTUIT INC | 3.2% |
|
SERVICENOW INC | 3.1% |
|
FORTINET INC | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
|
SYNOPSYS INC | 2.8% |
IGV Underweight Relative to XDAT
|
CLOUDFLARE INC CLASS A | -10.5% |
|
ALPHABET INC. CLASS A | -10.1% |
|
META PLATFORMS INC | -7.4% |
|
SNOWFLAKE, INC. CLASS A | -5.2% |
|
MONGODB, INC. CLASS A | -4.2% |
|
JFROG LTD. | -3.5% |
 |
NEBIUS GROUP NV | -2.9% |
|
ROKU, INC. CLASS A | -2.7% |
|
ARISTA NETWORKS, INC. | -2.5% |
|
COREWEAVE INC-CL A | -2.3% |