ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
| Holding | IGV | QQQ | Difference |
|---|
| MSFT MICROSOFT |
9.61% | 5.87% |
+3.75% |
| PLTR PALANTIR TECHNOLOGIES… |
10.31% | 1.76% |
+8.55% |
| PANW PALO ALTO NETWORKS |
9.34% | 1.23% |
+8.11% |
| CRWD CROWDSTRIKE HOLDINGS… |
6.40% | 0.84% |
+5.56% |
| FTNT FORTINET |
3.27% | 0.50% |
+2.77% |
| ADBE ADOBE INC |
3.78% | 0.49% |
+3.29% |
| INTU INTUIT |
3.38% | 0.43% |
+2.94% |
| APP APPLOVIN CLASS A |
2.59% | 0.42% |
+2.17% |
| CDNS CADENCE DESIGN SYSTEMS |
3.13% | 0.41% |
+2.72% |
| SNPS SYNOPSYS |
2.68% | 0.35% |
+2.33% |
| DDOG DATADOG INC CLASS A |
2.52% | 0.33% |
+2.19% |
| ADSK AUTODESK |
1.81% | 0.24% |
+1.58% |
| TTWO TAKE TWO INTERACTIVE… |
1.39% | 0.19% |
+1.19% |
| MSTR STRATEGY INC CLASS A |
1.43% | 0.19% |
+1.25% |
| ROP ROPER TECHNOLOGIES |
1.43% | 0.19% |
+1.24% |
| WDAY WORKDAY CLASS A |
1.35% | 0.17% |
+1.18% |
Biggest Weighting Differences
| Holding | IGV | QQQ | Δ |
|---|
| PLTR |
10.31% | 1.76% |
+8.55% |
| PANW |
9.34% | 1.23% |
+8.11% |
| CRWD |
6.40% | 0.84% |
+5.56% |
| MSFT |
9.61% | 5.87% |
+3.75% |
| ADBE |
3.78% | 0.49% |
+3.29% |
| INTU |
3.38% | 0.43% |
+2.94% |
| FTNT |
3.27% | 0.50% |
+2.77% |
| CDNS |
3.13% | 0.41% |
+2.72% |
| SNPS |
2.68% | 0.35% |
+2.33% |
| DDOG |
2.52% | 0.33% |
+2.19% |
| APP |
2.59% | 0.42% |
+2.17% |
| ADSK |
1.81% | 0.24% |
+1.58% |
Only in IGV
| CRM SALESFORCE |
5.70% |
| ORCL ORACLE |
5.59% |
| NOW SERVICENOW INC |
4.47% |
| ZM ZOOM COMMUNICATIONS CLASS A |
0.92% |
| TEAM ATLASSIAN CORP CLASS A |
0.91% |
| FICO FAIR ISAAC |
0.90% |
| NTNX NUTANIX CLASS A |
0.60% |
| PTC PTC |
0.60% |
| ZS ZSCALER |
0.59% |
| GEN GEN DIGITAL |
0.55% |
| GWRE GUIDEWIRE SOFTWARE |
0.54% |
| U UNITY SOFTWARE |
0.54% |
| RBRK RUBRIK CLASS A |
0.51% |
| DT DYNATRACE INC |
0.50% |
| TYL TYLER TECHNOLOGIES |
0.50% |
Only in QQQ
| NVDA NVIDIA Corp |
8.28% |
| AAPL Apple Inc |
7.31% |
| MU Micron Technology Inc |
4.67% |
| AMZN Amazon.com Inc |
4.51% |
| AMD Advanced Micro Devices Inc |
3.47% |
| GOOGL Alphabet Inc |
3.25% |
| GOOG Alphabet Inc |
3.01% |
| TSLA Tesla Inc |
2.81% |
| AVGO Broadcom Inc |
2.72% |
| META Meta Platforms Inc |
2.71% |
| WMT Walmart Inc |
2.28% |
| INTC Intel Corp |
1.95% |
| CSCO Cisco Systems Inc |
1.94% |
| COST Costco Wholesale Corp |
1.89% |
| LRCX Lam Research Corp |
1.75% |
Research tool only — overlap is one lens on similarity, not a judgment of which fund is better.