Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
30.7%
% of IGV's 115 holdings also in COWG
31.3%
% of COWG's 100 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus COWG)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in COWG |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 7.3% | 4.5% | 4.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 2.2% | 2.2% |
|
APPLOVIN CORP. CLASS A | 2.1% | 3.6% | 2.1% |
|
FORTINET INC | 2.4% | 1.9% | 1.9% |
|
SALESFORCE.COM INC | 7.9% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to COWG
|
MICROSOFT CORP | 7.9% |
|
ORACLE CORP | 7.6% |
|
SALESFORCE.COM INC | 6.8% |
|
ADOBE SYSTEMS INC | 5.5% |
|
SERVICENOW INC | 5.2% |
|
INTUIT INC | 4.0% |
|
PALO ALTO NETWORKS INC | 3.5% |
|
MICROSTRATEGY INC-CL A | 3.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.8% |
|
SYNOPSYS INC | 2.5% |
IGV Underweight Relative to COWG
|
DOXIMITY, INC. CLASS A | -2.9% |
|
UBIQUITI INC. | -2.9% |
|
TEXAS PACIFIC LAND CORPORATION | -2.5% |
|
ATLASSIAN CORP. CLASS A | -2.5% |
|
DUOLINGO, INC. CLASS A | -2.4% |
|
EXELIXIS INC | -2.1% |
|
F5 NETWORKS INC | -1.9% |
|
GILEAD SCIENCES INC | -1.9% |
|
VERISIGN INC | -1.7% |
|
PHILIP MORRIS INTERNATIONAL | -1.6% |