Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
25.7%
% of IGV's 115 holdings also in CLOD
54.2%
% of CLOD's 48 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus CLOD)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
INTUIT INC | 4.6% | 4.7% | 4.6% |
|
MICROSOFT CORP | 8.4% | 4.4% | 4.4% |
|
PALO ALTO NETWORKS INC | 4.3% | 4.9% | 4.3% |
|
ADOBE SYSTEMS INC | 5.8% | 4.2% | 4.2% |
|
ORACLE CORP | 7.6% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to CLOD
|
PALANTIR TECHNOLOGIES INC. CLASS A | 7.3% |
|
SALESFORCE.COM INC | 4.1% |
|
MICROSOFT CORP | 4.1% |
|
ORACLE CORP | 3.6% |
|
SERVICENOW INC | 2.3% |
|
ROPER TECHNOLOGIES, INC. | 2.3% |
|
FAIR ISAAC CORP | 1.8% |
|
ADOBE SYSTEMS INC | 1.6% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 1.4% |
|
ELECTRONIC ARTS INC | 1.4% |
IGV Underweight Relative to CLOD
 |
SAP AG | -5.1% |
 |
MERCADOLIBRE INC | -4.7% |
|
ALPHABET INC. CLASS A | -3.9% |
|
AMAZON.COM INC | -3.9% |
 |
PROSUS N.V. CLASS N | -2.8% |
|
SNOWFLAKE, INC. CLASS A | -2.2% |
|
ATLASSIAN CORP. CLASS A | -1.6% |
|
CLOUDFLARE INC CLASS A | -1.6% |
 |
DASSAULT SYSTEMES SA | -1.2% |
|
GODADDY, INC. CLASS A | -1.1% |