Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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55
Number of overlapping holdings
17.8%
% of IGM's 328 holdings also in SKYY
88.7%
% of SKYY's 66 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 | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.5% | 4.3% | 4.3% |
|
MICROSOFT CORP | 8.8% | 4.3% | 4.3% |
|
AMAZON.COM INC | 8.2% | 4.0% | 4.0% |
|
CISCO SYSTEMS INC | 1.9% | 2.6% | 1.9% |
|
SALESFORCE.COM INC | 1.7% | 2.2% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IGM Overweight Relative to SKYY
|
APPLE INC | 8.4% |
|
NVIDIA CORP | 6.0% |
|
MICROSOFT CORP | 4.5% |
|
AMAZON.COM INC | 4.2% |
|
META PLATFORMS INC | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% |
|
VISA INC-CLASS A SHARES | 3.3% |
|
MASTERCARD INC-CLASS A | 2.8% |
|
BROADCOM INC. | 2.4% |
|
TEXAS INSTRUMENTS INC | 1.5% |
IGM Underweight Relative to SKYY
|
ARISTA NETWORKS, INC. | -4.1% |
|
NUTANIX, INC. CLASS A | -3.4% |
|
MONGODB, INC. CLASS A | -3.2% |
|
PURE STORAGE, INC. CLASS A | -3.2% |
|
INTL BUSINESS MACHINES CORP | -2.6% |
|
ORACLE CORP | -2.5% |
|
AKAMAI TECHNOLOGIES | -2.5% |
|
LUMEN TECHNOLOGIES, INC. | -2.2% |
|
CLOUDFLARE INC CLASS A | -2.2% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.1% |