Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
37
# OF OVERLAPPING
HOLDINGS
IGM
280
HOLDINGS
14%
ALSO IN KNCT
KNCT
93
HOLDINGS
41%
ALSO IN IGM
SECTOR DRIFT (IGM minus KNCT)
OVERLAPPING HOLDINGS
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| Company | Weight in IGM |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 9.1% | 8.6% | 8.6% |
|
BROADCOM INC. | 7.7% | 7.2% | 7.2% |
|
CISCO SYSTEMS INC | 1.7% | 4.2% | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.6% | 3.3% | 1.6% |
|
MICRON TECHNOLOGY INC | 1.4% | 2.9% | 1.4% |
IGM Overweight Relative to KNCT
|
NVIDIA CORP | 8.4% |
|
MICROSOFT CORP | 8.4% |
|
ALPHABET INC. CLASS A | 4.8% |
|
META PLATFORMS INC | 4.1% |
|
ALPHABET INC. CLASS C | 3.8% |
|
NETFLIX INC | 3.2% |
|
ORACLE CORP | 3.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.5% |
|
ADVANCED MICRO DEVICES | 2.4% |
|
SALESFORCE.COM INC | 1.4% |
IGM Underweight Relative to KNCT
 |
TAIWAN SEMICONDUCTOR MANUFAC | -8.6% |
 |
SAMSUNG ELECTRONICS CO LTD | -3.7% |
|
AT&T INC | -3.2% |
|
VERIZON COMMUNICATIONS INC | -3.1% |
|
CISCO SYSTEMS INC | -2.5% |
|
QUALCOMM INC | -2.0% |
|
T-MOBILE US, INC. | -1.9% |
|
HYNIX SEMICONDUCTOR INC | -1.8% |
|
ARISTA NETWORKS, INC. | -1.7% |
|
INTL BUSINESS MACHINES CORP | -1.7% |