Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
28.3%
% of IGV's 122 holdings also in COWG
30.3%
% of COWG's 99 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 | 4.5% | 3.6% | 3.6% |
|
APPLOVIN CORP. CLASS A | 2.3% | 3.2% | 2.3% |
|
FORTINET INC | 2.1% | 2.0% | 2.0% |
|
SERVICENOW INC | 7.2% | 1.9% | 1.9% |
|
FAIR ISAAC CORP | 1.6% | 2.2% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to COWG
|
ORACLE CORP | 8.2% |
|
MICROSOFT CORP | 8.2% |
|
SALESFORCE.COM INC | 7.0% |
|
ADOBE SYSTEMS INC | 5.5% |
|
SERVICENOW INC | 5.3% |
|
INTUIT INC | 5.2% |
|
CADENCE DESIGN SYS INC | 2.8% |
|
PALO ALTO NETWORKS INC | 2.8% |
|
SYNOPSYS INC | 2.6% |
|
MICROSTRATEGY INC-CL A | 2.1% |
IGV Underweight Relative to COWG
|
UBIQUITI INC. | -4.2% |
|
TEXAS PACIFIC LAND CORPORATION | -4.0% |
|
DOXIMITY, INC. CLASS A | -2.8% |
|
DUOLINGO, INC. CLASS A | -2.3% |
|
DT MIDSTREAM, INC. | -2.0% |
|
ATLASSIAN CORP. CLASS A | -2.0% |
|
F5 NETWORKS INC | -1.7% |
|
KINDER MORGAN INC | -1.7% |
|
GILEAD SCIENCES INC | -1.6% |
|
BRISTOL-MYERS SQUIBB CO | -1.5% |