IGV vs SHLD overlap - what they share and where they differ
IGV and SHLD share 7.1% of their weight across 1 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
IGV and SHLD
7.1%
1 shared positions
IGV
iShares Expanded Tech-Software Sector ETF
Reported positions cover 100% of the fund, 107 positions · Jun 30, 2026
Top 10: 60.7%·Holdings of IGV
SHLD
Global X Defense Tech ETF
Reported positions cover 100% of the fund, 48 positions · May 31, 2026
Top 10: 59.3%·Holdings of SHLD
Reported positions cover IGV 100%, SHLD 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SHLD vs IGV side by side
IGViShares Expanded Tech-Software Sector ETF
107
stock positions reported to the SEC
92.2% of its weight is in 106 names SHLD does not hold
SHLDGlobal X Defense Tech ETF
48
stock positions reported to the SEC
92.6% of its weight is in 47 names IGV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: IGV has 76.0 points more of it.
The figures side by side
| IGV | SHLD | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 107 | 48 |
| Weight of the ten largest | 60.7% | 59.3% |
| Largest position | PANW 10.4% | LMT 8.4% |
| Held alone | 106 positions, 92.2% | 47 positions, 92.6% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IGV | In SHLD | Counted |
|---|---|---|---|
| PLTRPalantir Technologies, Inc. | 7.70% | 7.07% | 7.07% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IGV
Only in SHLD
Questions people ask
Is IGV the same as SHLD?
7.1% of their weight sits in the same 1 holdings. IGV also reports PANW, MSFT, CRWD, which the other does not. SHLD also reports LMT, RTX, GD, which the other does not.
How is the overlap between IGV and SHLD measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IGV and 100% of SHLD, so the number cannot exceed the smaller coverage.
Which holds more, SHLD or IGV?
IGV reports 107 stock positions and SHLD reports 48. 92.2% of IGV's weight sits in names SHLD does not hold, and 92.6% of SHLD's weight in names IGV does not hold. The ten largest positions are 60.7% of IGV and 59.3% of SHLD.
How do IGV and SHLD differ by sector?
The widest gap is Technology: IGV has 76.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.