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
78.2%
% of XSW's 128 holdings also in IGV
96.0%
% of IGV's 116 holdings also in XSW
Overlap by Weight
Sector Drift (XSW minus IGV)
Overlapping Holdings
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| Company | Weight in XSW |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSTRATEGY INC-CL A | 0.8% | 2.6% | 0.8% |
|
CADENCE DESIGN SYS INC | 0.8% | 2.7% | 0.8% |
|
ELECTRONIC ARTS INC | 0.8% | 1.3% | 0.8% |
|
AUTODESK INC | 0.7% | 2.1% | 0.7% |
|
ZSCALER, INC. | 0.8% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
XSW Overweight Relative to IGV
|
PORCH GROUP, INC. | 0.9% |
|
NEXTNAV INC. | 0.9% |
|
PAGERDUTY, INC. | 0.8% |
|
ASANA, INC. CLASS A | 0.7% |
|
ROBLOX CORP. CLASS A | 0.7% |
|
I3 VERTICALS, INC. CLASS A | 0.7% |
|
DAILY JOURNAL CORP | 0.7% |
|
DXC TECHNOLOGY CO. | 0.7% |
|
ENFUSION, INC. CLASS A | 0.7% |
|
ALKAMI TECHNOLOGY INC | 0.7% |
XSW Underweight Relative to IGV
|
MICROSOFT CORP | -7.6% |
|
SALESFORCE.COM INC | -7.6% |
|
ORACLE CORP | -7.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.7% |
|
ADOBE SYSTEMS INC | -5.5% |
|
SERVICENOW INC | -5.3% |
|
INTUIT INC | -3.8% |
|
PALO ALTO NETWORKS INC | -3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.6% |
|
CADENCE DESIGN SYS INC | -1.9% |