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
20
# OF OVERLAPPING
HOLDINGS
IGM
280
HOLDINGS
8%
ALSO IN STRN
STRN
32
HOLDINGS
63%
ALSO IN IGM
SECTOR DRIFT (IGM minus STRN)
OVERLAPPING HOLDINGS
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| Company | Weight in IGM |
Weight in STRN |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 8.1% | 7.6% | 7.6% |
|
BROADCOM INC. | 5.6% | 3.3% | 3.3% |
|
NETFLIX INC | 3.2% | 7.6% | 3.2% |
|
NVIDIA CORP | 9.2% | 3.0% | 3.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.3% | 3.0% | 2.3% |
IGM Overweight Relative to STRN
|
APPLE INC | 8.8% |
|
MICROSOFT CORP | 8.0% |
|
NVIDIA CORP | 6.1% |
|
ALPHABET INC. CLASS A | 4.6% |
|
ALPHABET INC. CLASS C | 3.5% |
|
ORACLE CORP | 3.0% |
|
BROADCOM INC. | 2.2% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
|
SALESFORCE.COM INC | 1.5% |
|
CISCO SYSTEMS INC | 1.2% |
IGM Underweight Relative to STRN
|
ROBINHOOD MARKETS, INC. CLASS A | -7.8% |
|
GE AEROSPACE | -7.8% |
|
DOORDASH, INC. CLASS A | -7.2% |
|
SCHWAB (CHARLES) CORP | -7.2% |
|
BOSTON SCIENTIFIC CORP | -6.9% |
|
INTERCONTINENTALEXCHANGE INC | -5.3% |
|
NETFLIX INC | -4.4% |
|
ARISTA NETWORKS, INC. | -4.2% |
|
FREEPORT-MCMORAN COPPER | -3.5% |
|
NEWMONT MINING CORP | -3.3% |