Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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48
Number of overlapping holdings
18.3%
% of IGM's 283 holdings also in SKYY
82.8%
% of SKYY's 62 holdings also in IGM
Overlap by Weight
Sector Drift (IGM minus SKYY)
Overlapping Holdings
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| Company | Weight in IGM |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.4% | 4.8% | 4.8% |
|
ALPHABET INC. CLASS A | 4.2% | 3.9% | 3.9% |
|
SALESFORCE.COM INC | 2.1% | 2.0% | 2.0% |
|
ORACLE CORP | 2.0% | 3.9% | 2.0% |
|
CISCO SYSTEMS INC | 1.9% | 2.7% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to SKYY
|
NVIDIA CORP | 8.2% |
|
META PLATFORMS INC | 8.1% |
|
APPLE INC | 7.7% |
|
BROADCOM INC. | 4.7% |
|
MICROSOFT CORP | 4.6% |
|
NETFLIX INC | 3.9% |
|
ALPHABET INC. CLASS C | 3.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.9% |
 |
ACCENTURE PLC-CL A | 1.5% |
|
ADVANCED MICRO DEVICES | 1.3% |
IGM Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.1% |
|
AMAZON.COM INC | -3.9% |
|
PURE STORAGE, INC. CLASS A | -3.9% |
|
ARISTA NETWORKS, INC. | -3.3% |
|
AKAMAI TECHNOLOGIES | -2.6% |
|
INTL BUSINESS MACHINES CORP | -2.4% |
|
MONGODB, INC. CLASS A | -2.3% |
|
CLOUDFLARE INC CLASS A | -2.3% |
|
LUMEN TECHNOLOGIES, INC. | -2.2% |
|
ORACLE CORP | -1.9% |