Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
97
Number of overlapping holdings
96.0%
% of IGV's 115 holdings also in XSW
78.9%
% 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 | |
|---|---|---|---|---|
 |
MICROSTRATEGY INC-CL A | 3.0% | 1.0% | 1.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 7.3% | 0.9% | 0.9% |
|
CADENCE DESIGN SYS INC | 2.8% | 0.9% | 0.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 0.9% | 0.9% |
|
FAIR ISAAC CORP | 1.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
IGV Overweight Relative to XSW
|
MICROSOFT CORP | 7.7% |
|
SALESFORCE.COM INC | 7.2% |
|
ORACLE CORP | 6.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 6.4% |
|
SERVICENOW INC | 5.3% |
|
ADOBE SYSTEMS INC | 5.1% |
|
INTUIT INC | 3.8% |
|
PALO ALTO NETWORKS INC | 3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
|
MICROSTRATEGY INC-CL A | 2.0% |
IGV Underweight Relative to XSW
|
NEXTNAV INC. | -0.9% |
|
I3 VERTICALS, INC. CLASS A | -0.8% |
|
VERTEX, INC. CLASS A | -0.8% |
|
ROBLOX CORP. CLASS A | -0.8% |
|
ASANA, INC. CLASS A | -0.8% |
|
ENFUSION, INC. CLASS A | -0.8% |
|
DAILY JOURNAL CORP | -0.8% |
|
YEXT, INC. | -0.8% |
|
OLO, INC. CLASS A | -0.8% |
|
INTL BUSINESS MACHINES CORP | -0.8% |