Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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39
Number of overlapping holdings
38.6%
% of IGV's 113 holdings also in DFNV
39.0%
% of DFNV's 100 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus DFNV)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in DFNV |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 9.4% | 2.9% | 2.9% |
|
SERVICENOW INC | 7.1% | 2.7% | 2.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.7% | 2.6% | 2.6% |
|
INTUIT INC | 4.1% | 2.3% | 2.3% |
|
ADOBE SYSTEMS INC | 6.3% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to DFNV
|
ORACLE CORP | 8.3% |
|
MICROSOFT CORP | 7.1% |
|
SALESFORCE.COM INC | 6.5% |
|
SERVICENOW INC | 4.4% |
|
ADOBE SYSTEMS INC | 4.0% |
|
SYNOPSYS INC | 2.8% |
|
CADENCE DESIGN SYS INC | 2.8% |
|
PALO ALTO NETWORKS INC | 2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.1% |
|
MICROSTRATEGY INC-CL A | 2.1% |
IGV Underweight Relative to DFNV
|
APPLE INC | -8.0% |
|
BROADCOM INC. | -4.0% |
|
ABBVIE INC | -2.6% |
|
JOHNSON & JOHNSON | -2.5% |
|
QUALCOMM INC | -2.2% |
|
INTL BUSINESS MACHINES CORP | -2.0% |
|
BRISTOL-MYERS SQUIBB CO | -2.0% |
|
UBER TECHNOLOGIES, INC. | -1.9% |
|
GILEAD SCIENCES INC | -1.9% |
|
SPOTIFY TECHNOLOGY SA | -1.8% |