Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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232
Number of overlapping holdings
88.5%
% of IGM's 278 holdings also in VGT
79.5%
% of VGT's 317 holdings also in IGM
Overlap by Weight
Sector Drift (IGM minus VGT)
Overlapping Holdings
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| Company | Weight in IGM |
Weight in VGT |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 9.4% | 16.7% | 9.4% |
|
MICROSOFT CORP | 8.8% | 18.4% | 8.8% |
|
NVIDIA CORP | 8.4% | 11.9% | 8.4% |
|
BROADCOM INC. | 4.3% | 4.3% | 4.3% |
|
SALESFORCE.COM INC | 2.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to VGT
|
META PLATFORMS INC | 8.0% |
|
ALPHABET INC. CLASS A | 5.9% |
|
ALPHABET INC. CLASS C | 5.0% |
|
NETFLIX INC | 2.2% |
 |
SHOPIFY, INC. CLASS A | 0.6% |
|
ELECTRONIC ARTS INC | 0.3% |
|
SALESFORCE.COM INC | 0.2% |
|
ADVANCED MICRO DEVICES | 0.2% |
|
PINTEREST, INC. CLASS A | 0.2% |
|
ADOBE SYSTEMS INC | 0.2% |
IGM Underweight Relative to VGT
|
MICROSOFT CORP | -9.6% |
|
APPLE INC | -7.3% |
|
NVIDIA CORP | -3.5% |
 |
FLEXTRONICS INTL LTD | -0.1% |
|
CRANE HOLDINGS, CO. | -0.1% |
|
JFROG LTD. | -0.1% |
|
SEMTECH CORP | -0.1% |
|
IMPINJ, INC. | -0.1% |
|
PHOTRONICS INC | -0.1% |
|
CLEANSPARK, INC. | 0.0% |