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 116 holdings also in FCLD
56.5%
% of FCLD's 55 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus FCLD)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.4% | 4.5% | 4.5% |
|
ORACLE CORP | 8.0% | 4.2% | 4.2% |
|
SALESFORCE.COM INC | 8.3% | 4.0% | 4.0% |
|
SERVICENOW INC | 6.0% | 3.8% | 3.8% |
|
MICROSTRATEGY INC-CL A | 2.6% | 3.0% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to FCLD
|
PALANTIR TECHNOLOGIES INC. CLASS A | 6.4% |
|
ADOBE SYSTEMS INC | 6.1% |
|
INTUIT INC | 4.5% |
|
SALESFORCE.COM INC | 4.3% |
|
PALO ALTO NETWORKS INC | 4.3% |
|
MICROSOFT CORP | 3.8% |
|
ORACLE CORP | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.3% |
|
CADENCE DESIGN SYS INC | 2.7% |
|
SYNOPSYS INC | 2.6% |
IGV Underweight Relative to FCLD
|
EQUINIX INC | -4.0% |
|
SNOWFLAKE, INC. CLASS A | -3.3% |
|
ATLASSIAN CORP. CLASS A | -3.3% |
|
DIGITAL REALTY TRUST INC | -2.9% |
|
TWILIO, INC. CLASS A | -2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.2% |
|
AMAZON.COM INC | -2.0% |
|
NETAPP INC | -2.0% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | -1.9% |
 |
HON HAI PRECISION INDUSTRY | -1.9% |