Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
11.7%
% of IGM's 278 holdings also in MMLG
40.3%
% of MMLG's 78 holdings also in IGM
Overlap by Weight
Sector Drift (IGM minus MMLG)
Overlapping Holdings
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| Company | Weight in IGM |
Weight in MMLG |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.9% | 9.0% | 8.9% |
|
NVIDIA CORP | 8.2% | 7.6% | 7.6% |
|
META PLATFORMS INC | 8.8% | 4.9% | 4.9% |
|
APPLE INC | 8.6% | 3.2% | 3.2% |
|
ALPHABET INC. CLASS A | 5.3% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to MMLG
|
APPLE INC | 5.4% |
|
ALPHABET INC. CLASS C | 4.0% |
|
META PLATFORMS INC | 3.9% |
|
BROADCOM INC. | 2.9% |
|
ALPHABET INC. CLASS A | 2.8% |
|
ADVANCED MICRO DEVICES | 1.8% |
|
SALESFORCE.COM INC | 1.8% |
|
ADOBE SYSTEMS INC | 1.8% |
|
ORACLE CORP | 1.6% |
|
CISCO SYSTEMS INC | 1.6% |
IGM Underweight Relative to MMLG
|
AMAZON.COM INC | -7.4% |
|
DEXCOM INC | -2.6% |
|
SERVICENOW INC | -2.6% |
|
VISA INC. CLASS A | -2.3% |
|
UBER TECHNOLOGIES, INC. | -2.1% |
 |
ASML HOLDING NV-NY REG SHS | -1.9% |
 |
NU HOLDINGS LTD. CLASS A | -1.7% |
|
BLOCK INC. | -1.7% |
|
EDWARDS LIFESCIENCES CORP | -1.6% |
|
ELI LILLY & CO | -1.6% |