Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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96
Number of overlapping holdings
77.4%
% of XSW's 126 holdings also in IGV
96.0%
% of IGV's 112 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 | 1.7% | 2.4% | 1.7% |
|
APPLOVIN CORP. CLASS A | 1.6% | 2.4% | 1.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.2% | 5.2% | 1.2% |
|
HUBSPOT INC | 0.8% | 1.3% | 0.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.8% | 2.9% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
XSW Overweight Relative to IGV
|
SOUNDHOUND AI, INC CLASS A | 2.0% |
 |
HUT 8 CORP | 1.4% |
|
NEXTNAV INC. | 1.2% |
|
CIPHER MINING INC | 1.1% |
|
ASANA, INC. CLASS A | 1.1% |
|
TERAWULF INC. | 0.9% |
|
RIOT BLOCKCHAIN INC | 0.9% |
|
KYNDRYL HOLDINGS INCORPORATION | 0.9% |
|
OLO, INC. CLASS A | 0.8% |
|
C3.AI, INC. CLASS A | 0.8% |
XSW Underweight Relative to IGV
|
SALESFORCE.COM INC | -9.0% |
|
ORACLE CORP | -6.9% |
|
SERVICENOW INC | -6.8% |
|
MICROSOFT CORP | -6.8% |
|
ADOBE SYSTEMS INC | -5.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.0% |
|
PALO ALTO NETWORKS INC | -3.6% |
|
INTUIT INC | -3.2% |
|
CADENCE DESIGN SYS INC | -2.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |