Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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97
Number of overlapping holdings
96.0%
% of IGV's 113 holdings also in XSW
77.6%
% of XSW's 127 holdings also in IGV
Overlap by Weight
Sector Drift (IGV minus XSW)
Overlapping Holdings
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| Company | Weight in IGV |
Weight in XSW |
Overlap | |
|---|---|---|---|---|
 |
APPLOVIN CORP. CLASS A | 2.2% | 1.6% | 1.6% |
|
MICROSTRATEGY INC-CL A | 2.1% | 1.5% | 1.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.7% | 1.1% | 1.1% |
|
HUBSPOT INC | 1.2% | 0.9% | 0.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XSW
|
SALESFORCE.COM INC | 8.6% |
|
ORACLE CORP | 7.6% |
|
MICROSOFT CORP | 6.5% |
|
SERVICENOW INC | 6.3% |
|
ADOBE SYSTEMS INC | 5.7% |
|
PALO ALTO NETWORKS INC | 3.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.6% |
|
INTUIT INC | 3.5% |
|
SYNOPSYS INC | 2.2% |
|
CADENCE DESIGN SYS INC | 2.2% |
IGV Underweight Relative to XSW
 |
HUT 8 CORP | -1.4% |
|
CIPHER MINING INC | -1.3% |
|
NEXTNAV INC. | -1.1% |
|
TERAWULF INC. | -1.1% |
|
RIOT BLOCKCHAIN INC | -0.9% |
|
SOUNDHOUND AI, INC CLASS A | -0.8% |
|
CLEANSPARK, INC. | -0.8% |
|
KYNDRYL HOLDINGS INCORPORATION | -0.8% |
|
PROS HOLDINGS INC | -0.8% |
|
OLO, INC. CLASS A | -0.8% |