Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
5.3%
% of IGM's 281 holdings also in BLCN
26.4%
% of BLCN's 53 holdings also in IGM
Overlap by Weight
Sector Drift (IGM minus BLCN)
Overlapping Holdings
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| Company | Weight in IGM |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.8% | 3.8% | 3.8% |
|
META PLATFORMS INC | 8.1% | 3.7% | 3.7% |
|
MICROSOFT CORP | 8.5% | 2.1% | 2.1% |
|
ADVANCED MICRO DEVICES | 2.1% | 1.7% | 1.7% |
|
ORACLE CORP | 1.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to BLCN
|
APPLE INC | 9.0% |
|
MICROSOFT CORP | 6.4% |
|
ALPHABET INC. CLASS A | 4.7% |
|
META PLATFORMS INC | 4.5% |
|
BROADCOM INC. | 4.3% |
|
NVIDIA CORP | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% |
|
NETFLIX INC | 2.3% |
|
ADOBE SYSTEMS INC | 2.1% |
|
SALESFORCE.COM INC | 2.0% |
IGM Underweight Relative to BLCN
|
COINBASE GLOBAL, INC. CLASS A | -4.8% |
 |
CANAAN INC. SPONSORED ADR CLASS A | -4.5% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -3.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -3.4% |
|
BLOCK INC. | -3.4% |
|
JD.COM INC-ADR | -3.4% |
|
OVERSTOCK.COM INC | -3.3% |
|
VISA INC. CLASS A | -3.1% |
|
MICROSTRATEGY INC-CL A | -2.9% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | -2.7% |