Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
13
Number of overlapping holdings
4.9%
% of IGM's 278 holdings also in BLCN
24.5%
% of BLCN's 53 holdings also in IGM
Overlap by Weight
Sector Drift (IGM minus BLCN)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IGM |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 8.8% | 2.7% | 2.7% |
|
ADVANCED MICRO DEVICES | 2.3% | 3.1% | 2.3% |
|
MICROSOFT CORP | 8.9% | 2.2% | 2.2% |
|
NVIDIA CORP | 8.2% | 2.1% | 2.1% |
 |
ACCENTURE PLC-CL A | 1.7% | 1.8% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to BLCN
|
APPLE INC | 8.6% |
|
MICROSOFT CORP | 6.7% |
|
META PLATFORMS INC | 6.1% |
|
NVIDIA CORP | 6.1% |
|
ALPHABET INC. CLASS A | 5.3% |
|
ALPHABET INC. CLASS C | 4.5% |
|
BROADCOM INC. | 4.3% |
|
SALESFORCE.COM INC | 2.4% |
|
NETFLIX INC | 2.3% |
|
ADOBE SYSTEMS INC | 1.8% |
IGM Underweight Relative to BLCN
|
COINBASE GLOBAL, INC. CLASS A | -3.8% |
|
MASTERCARD INCORPORATED CLASS A | -3.5% |
|
MICROSTRATEGY INC-CL A | -3.1% |
 |
SAP AG-SPONSORED ADR | -2.2% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | -2.1% |
|
BLOCK INC. | -2.1% |
 |
PLUS500 LTD. | -2.1% |
|
JPMORGAN CHASE & CO | -2.1% |
|
BAIDU INC - SPON ADR | -2.1% |
|
PAYPAL HOLDINGS, INC. | -2.0% |